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Financial Literacy Course
Description
Get Confident with Canadian Investment Accounts
Understanding how investing works in Canada doesn’t have to be complicated. I offer simple, practical sessions that break everything down so you can make smarter decisions with your money.
What you’ll learn:
- How RRSPs, TFSAs, RESPs, and taxable accounts actually work
- The difference between self-directed and managed investing
- Types of investments (stocks, ETFs, mutual funds, bonds, etc.)
- How withdrawals work and what to consider before opening an account
Why this matters:
When you understand your options, you can make better choices, avoid costly mistakes, and feel more in control of your financial future.
About me:
I work in the Canadian financial services industry and have several years of experience training and coaching individuals. I focus on making complex topics simple, clear, and easy to apply.
Details:
- Available virtually or in person
- 1:1 or small group sessions
Limited Time Offer:
2 private sessions for $150
Contact:
Call or text: (647) 823-6765
Email: dkatscher1@gmail.com
If you’ve been meaning to learn this but didn’t know where to start, this is a straightforward way to get there.
Understanding how investing works in Canada doesn’t have to be complicated. I offer simple, practical sessions that break everything down so you can make smarter decisions with your money.
What you’ll learn:
- How RRSPs, TFSAs, RESPs, and taxable accounts actually work
- The difference between self-directed and managed investing
- Types of investments (stocks, ETFs, mutual funds, bonds, etc.)
- How withdrawals work and what to consider before opening an account
Why this matters:
When you understand your options, you can make better choices, avoid costly mistakes, and feel more in control of your financial future.
About me:
I work in the Canadian financial services industry and have several years of experience training and coaching individuals. I focus on making complex topics simple, clear, and easy to apply.
Details:
- Available virtually or in person
- 1:1 or small group sessions
Limited Time Offer:
2 private sessions for $150
Contact:
Call or text: (647) 823-6765
Email: dkatscher1@gmail.com
If you’ve been meaning to learn this but didn’t know where to start, this is a straightforward way to get there.
When you call, please mention you found this ad on OKZ.ca
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