In this course you’ll discover The Antidote: A simple six-point plan for financial freedom, which includes the safest investing strategy on earth – a 100% fixed income portfolio.

The course has been expanded, however, to include many other investment options.

You’ll learn all about those options, including using a full-service investment dealer or broker, a discount broker, a robo-advisor, a fee-only financial planner and a deposit broker. 

You’ll also see demonstrations of actual online investment accounts with a discount broker (Questrade), and a robo-advisor (Wealthsimple).

The course will also look at what the experts say future stock market returns are likely to be, as well as where interest rates are going, so you can plan appropriately.

It will also delve into the issue of RRSPs versus the alternatives, looking at investing in equities inside an RRSP versus a regular taxable account, versus a TFSA, as well as other options including real estate, reinvesting in your own business, paying off debt, and retaining profits in a corporation for later dividend distribution.

There are also six free spreadsheets in the course including the S&P TSX Total Return vs GIC Calculator to show you how well the stock market in Canada has done versus the risk free benchmark of GICs, the RRSP vs Regular vs TFSA Analyzer, the RRSP vs Pay Down Debt Calculator, the RRSP vs Retaining Profits in a Corporation Calculator, the Tax Turbo-Charged RRSP Calculator and the Money Maximizer to help you determine if you’ll have enough money to retire well. 

The objective of this course is to give you the information, the tools and the confidence to take charge of your personal finance and investing strategy, whether you use an advisor or not.

 

Access expires 180 days from purchase date

Individuals wishing to improve their investment returns and ensure a comfortable retirement.

• learn about all the different ways to invest
• see demonstrations of Questrade and Wealthsimple online investment accounts 
• discover how well the stock markets in Canada and the US have done versus the risk-free benchmark of GICs going back 50 years
• find out how to use a laddered GIC strategy to keep the fixed income portion of your investments safe
• find out what the experts predict for future stock market returns and interest rates
• discover whether RRSPs are the best vehicle to save for retirement
• get six free spreadsheets to help you make the best investing decisions

Course Content Created: July 2024

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

Presenter

David Trahair, CPA, CA

About This Product

On-Demand Courses by CPABC are recordings from live seminars, made available with any corresponding handout material, where available.

These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.