- How to set up and use a budget that works for you.
- Understanding credit so it can be a tool that you use instead of a weapon the banks use against you.
- Home and Auto Insurance: How to make sure you are properly protected for the correct premium.
- Wills, EPoAs, and PDs: What are they, how to get them done properly, and what can happen if you don’t have them.
- Mortgages: What are they, what do the words mean, how to pay them off faster with less money.
- Life Insurance: What are the different types, what questions do you need to ask, how are they underwritten.
- Living Benefits Health, critical illness, disability, and long term care: What are they, how do they work, how do they differ, how are they underwritten, what questions do you need to ask?
- Investing: What do the words mean, rule of 72, inflation, risk, volatility, seg funds and mutual funds
- Education planning, RESPs, scholarship trusts, in trust accounts, and UL: How they work, how they differ, how to take advantage of government grants, how can they be used to pay for secondary education.
- Retirement planning: RRSP, non-registered, TFSA, and Universal Life. What are they, how do they differ, taxation.
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