
Ready to take control of your financial future? Join best-selling author and experienced accountant David Trahair in "A Six Point Plan for Financial Freedom 2025." This course cuts through the noise to offer a clear, actionable framework.
Learn how to analyze your finances like a business and build confidence in your investment strategy, whether you use an advisor or not. David, who doesn't sell financial products, provides an independent perspective grounded in practical analysis.
The course delves into the critical six points of the plan:
Gain valuable knowledge on investment options, compare RRSPs, TFSAs, and taxable accounts, understand who insures your investments (CDIC, CIPF, etc.), and utilize powerful, free Excel spreadsheets for analyzing stock market returns, RRSP contributions, and retirement funding projections (Money Maximizer).
Develop the skills and access the tools needed to make informed decisions and work towards your financial freedom.
This course includes: