Financial Literacy
Personal Finance: The Basics
Corporation Owners
Life and Money
Insurance
Canada Pension Plan
Calculators
Financial Planning is a massive topic.
Creating reading material for every topic would be a full-time job in itself.
My full-time job is helping people like you make high-quality decisions, challenging my own conclusions, similar to what I do for clients, and ensuring I have up-to-date knowledge and the skill set to provide the best advice.
I often get asked for reading material. I understand that finding reliable information can be challenging. Fortunately, there are others who help people make decisions based on evidence. It is becoming more common among wealth management firms once they break away from the profit-first nature of banks and truly put clients’ interests first.
I have compiled videos, articles and research papers from various reliable sources.
Happy Learning!
Personal Finance: The Basics
Wealth Simple Investing Master Class
Introduction to Evidence Based Investing - RockWealth
"Investing is going to be important to you whether you like it or not and learning more about investing is going to have a big impact on your quality of life if money is something that you need in order to meet some of your goals." - Bill Ackman
Finance Simplified: How the data suggests you should invest.
Corporation Owners
Efficient Investing in a Corporation & RDTOH
Salary and Dividends From the Corporation
Optimal Compensation, Saving, and Consumption for Owners of Canadian Controlled Private Corporations
Salary vs Dividends - Take 15 Minutes and Learn to Pay Less Tax 🍁
Life And Money
In 1998, Bill Schultheis wrote The Coffeehouse Investor, inspiring readers to pursue a low-stress path to financial security.
A financial plan is used to understand your current financial position and plan how to achieve your financial goals. The best place to start is the end.
The Psychology of Money: Timeless lessons on wealth, greed, and happiness
Insurance
Permanent Life Insurance - PWL Capital
Infinite Banking - Phillip Setter
Infinite Banking - Money Sense.ca
Insurance Basics - Loonie Doctor
Canada Pension Plan
The Substantial (and Unrecognized) Value of Waiting to Claim CPP/QPP Benefits
CPP is More Valuable than Most People Realize
Actuarial Report on the Canada Pension Plan
CPP: A Pension or A Tax? - Loonie Doctor
Calculators
OAS Clawback Calculator
Realize or Defer Capital Gains Calculator
Canada Income Tax Calculator
Compound Interest Calculator
Other Blogs
Finance Simplified: How the data suggests you should invest.
When it comes to saving money, there are many ways to invest it, like choosing between riding a bike or taking the bus. Some people pick stocks or funds that will do better than others, like betting on which horse will win a race. But does this really work better than...
Understanding the Difference between a Financial Planner and an Investment Advisor in Canada
The financial world can be complex, especially when planning for your future. With so many different professionals offering their services, it can be challenging to understand who does what and which one is right for you. Two of these professionals are financial...
Is It Worth Paying for a Financial Planner?
The question of whether it's worth paying for a financial planner is one that many individuals grapple with. This is especially true when considering the abundance of free financial advice and tools available online. However, the best financial planning services are...