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· 10350 University Dr, Surrey, BC V3T 4B8, Canada
This workshop provides an overview of how the Canadian financial system works. It covers key topics including financial threats, budgeting, debt management, and the use of registered accounts such as TFSA, RRSP, FHSA, and RESP. Participants learn about tax strategies and how to align investments with their specific life stages. The session includes a practical component where attendees fill out a personal financial worksheet to audit their foundations, evaluate savings and tax strategies, and calculate retirement goals. Topics also include estate planning and market behavior to help participants gain clarity on their long-term financial planning.
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