Events
Financial Planning Webinar- RRSP edition!
Event date and time from Jan 23, 2026 02:30 PM Pacific Standard Time to Jan 23, 2026 03:20 PM Pacific Standard TimeJan 23, 2026 02:30 PM Pacific Standard Time - Jan 23, 2026 03:20 PM Pacific Standard Time
Welcome! In advance of the RRSP contribution deadline (which is on March 2nd this year), Adam will be hosting an informal, ground-level introduction to financial planning, and pay special attention to RRSP planning in particular. Everyone is welcome! Previous knowledge and experience are not necessary!
Topics will include:
-Financial planning as a process
-Investing within the RRSP account structure (compared with related account types, such as TFSA or FHSA), and when to prioritize which type of account
-How to approach the idea of investing, even with zero experience
-Some thoughts on risk management
-A couple of ideas for next steps.
We will also have an opportunity for Q&A. Note that you are very welcome to use a pseudonym and keep your camera off if you prefer to do so. Any questions submitted ahead of time that are addressed in the session will be addressed without identifying who asked the question.
*Disclaimer: Intended for residents of BC. This is intended to be informational in nature, and to provide some general insight into the financial planning process, but is not meant to be financial or investment advice in this general format, nor is it intended to be tax or legal advice. The content of this presentation may not apply to your situation, so please be sure to engage qualified advisors in the areas in which you need help before taking any action.
Financial Planning Webinar- RRSP edition!
Event date and time from Feb 10, 2026 04:30 PM Pacific Standard Time to Feb 11, 2026 05:20 PM Pacific Standard TimeFeb 10, 2026 04:30 PM Pacific Standard Time - Feb 11, 2026 05:20 PM Pacific Standard Time
Welcome! In advance of the RRSP contribution deadline (which is on March 2nd this year), Adam will be hosting an informal, ground-level introduction to financial planning, and pay special attention to RRSP planning in particular. Everyone is welcome! Previous knowledge and experience are not necessary!
Topics will include:
-Financial planning as a process
-Investing within the RRSP account structure (compared with related account types, such as TFSA or FHSA), and when to prioritize which type of account
-How to approach the idea of investing, even with zero experience
-Some thoughts on risk management
-A couple of ideas for next steps.
We will also have an opportunity for Q&A. Note that you are very welcome to use a pseudonym and keep your camera off if you prefer to do so. Any questions submitted ahead of time that are addressed in the session will be addressed without identifying who asked the question.
*Disclaimer: Intended for residents of BC. This is intended to be informational in nature, and to provide some general insight into the financial planning process, but is not meant to be financial or investment advice in this general format, nor is it intended to be tax or legal advice. The content of this presentation may not apply to your situation, so please be sure to engage qualified advisors in the areas in which you need help before taking any action.
Intro to Financial Planning Webinar (in simple language!)
Event date and time from Sep 05, 2025 12:00 PM Pacific Daylight Time to Sep 05, 2025 01:00 PM Pacific Daylight TimeSep 05, 2025 12:00 PM Pacific Daylight Time - Sep 05, 2025 01:00 PM Pacific Daylight Time
Event location
Welcome! This will be an informal, ground-level introduction to financial planning, held online. Everyone is welcome! Previous knowledge and experience is not necessary!
Topics will include:
-what we mean by Financial Planning, and why it's important
-what the flow of a typical financial planning process might look like
-Tools that can be used; both a) software to assist in the planning effort, as well as b) some of the financial products you will encounter in the course of your planning life, and what all those acronyms mean: (RRSP/TFSA/RESP/FHSA/ etc. )
-Suggested ways to frame your financial life, and
-A couple of simple steps you can take to move you forward.
Note that you are very welcome to use a pseudonym and keep your camera off if you prefer to do so. Any questions submitted ahead of time that are addressed in the session will be done so without identifying who asked the question.
*Disclaimer: Intended for residents of BC. This is intended to be informational in nature, and to provide some general insight into the financial planning process, but is not meant to be financial or investment advice in this general format, nor is it intended to be tax or legal advice. The content of this presentation may not apply to your situation, so please be sure to engage qualified advisors in the areas in which you need help before taking any action.
Intro to Financial Planning Webinar (in simple language!)
Event date and time from Jun 06, 2025 12:00 PM Eastern Daylight Time to Jun 06, 2025 12:50 PM Eastern Daylight TimeJun 06, 2025 12:00 PM Eastern Daylight Time - Jun 06, 2025 12:50 PM Eastern Daylight Time
Event location Online Webinar 403 – 1777 56 Street, Delta, BCOnline Webinar 403 – 1777 56 Street, Delta, BC
Welcome! This will be an informal, ground-level introduction to financial planning, held online. Everyone is welcome! Previous knowledge and experience is not necessary!
Topics will include:
-what we mean by Financial Planning, and why it's important
-what the flow of a typical financial planning process might look like
-Tools that can be used; both a) software to assist in the planning effort, as well as b) some of the financial products you will encounter in the course of your planning life, and what all those acronyms mean: (RRSP/TFSA/RESP/FHSA/ etc. )
-Suggested ways to frame your financial life, and
-A couple of simple steps you can take to move you forward.
Note that you are very welcome to use a pseudonym and keep your camera off if you prefer to do so. Any questions submitted ahead of time that are addressed in the session will be done so without identifying who asked the question.
*Disclaimer: Intended for residents of BC. This is intended to be informational in nature, and to provide some general insight into the financial planning process, but is not meant to be financial or investment advice in this general format, nor is it intended to be tax or legal advice. The content of this presentation may not apply to your situation, so please be sure to engage qualified advisors in the areas in which you need help before taking any action.