Canadian Financial Summit
All Access Pass
- Stream all interviews and presentations - anytime - for life.
- Get 4 Exclusive Q&A Sessions: Ask your questions to four of Canada’s top experts in Financial Planning, DIY Retirement Planning, Personal Planning for Corporation Owners, and Investing & Tax Strategies for High Net Worth Families.
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5 All Access Pass Bonus Interviews:
Dive into how your OAS and CPP will be calculated (real case studies), secret credit card points hacks, + 5 retirement mistakes Canadians should avoid at all costs! - Details on building a million dollars of net worth before your 40th birthday – from experts who have actually done it.
- Every episode available as a podcast!
GET THE WISDOM OF 40+ SPEAKERS (PLUS $$$ IN BONUS RESOURCES) STREAMED ON DEMAND ---> FOR LIFE!
- How to Plan Your Own Retirement
- 5+ Talks for Small Business Owners
- Utilizing a Spousal RRSP
- Retirement Decumulation Strategies
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Answer: Will I Be Ok In Retirement?
- Is Paying for Financial Advice Worth It?
- Organizing Your Retirement Portfolio In Your Final Working Years
- Save Your Retirement Nest Egg from the Tax Man
- Preparing Your Portfolio for Falling Interest Rates
All Access Pass Exclusive Q&A Sessions
Our 4 experts answer your specific questions and make sure you leave the Summit with personalized advice!
Jason Heath
Financial Planning Specialist
Jason is one of Canada’s best-known fee-only, advice-only Certified Financial Planners. He writes for the Financial Post, MoneySense, and Canadian MoneySaver, and is a frequently-featured media contributor.
Nancy Grouni
Corporate Financial Planning Specialist
Nancy had a 20-year career as an investment and insurance advisor with two large wealth management firms, building and presenting client financial plans and investment portfolio reviews, before becoming a fee-only financial planner.
She specializes in financial, tax, and estate planning for incorporated business owners and professionals, sole proprietors who are considering incorporation, and retirees with investment holding companies. As a Certified Financial Planner (CFP), Nancy has been interviewed, and contributed to, a variety of publications and financial websites such as the Globe & Mail, Yahoo! Canada Finance, and the Financial Post.
Andrew Dobson
High Net Worth and Investment Planning Specialist
Andrew has been providing financial advice for individuals, families, high net worth, ultra high-worth clients, and corporations in his former role as a Senior Financial Planner for BDO Canada and now as a fee-only, advice-only financial planner (CFP) at Objective Financial Planners.
He has extensive experience in banking, lending, investment sales, and advanced financial planning. Andrew has an Honours Bachelor’s Degree from the University of Toronto and his industry related education includes the Certified Financial Planner (CFP), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Fellow of Canadian Securities Institute (FCSI) designations. He is currently working toward his Trust and Estate Practitioner (TEP) designation. Andrew has volunteered as an item developer and peer reviewer for various courses offered by the Canadian Securities Institute.
Kyle Prevost
DIY Retirement Specialist
Kyle Prevost is the founder of the Canadian Financial Summit. He has been writing about personal finance for Moneysense, Canadian MoneySaver, and MillionDollarJourney.ca for over fifteen years. His most recent project - 4 Steps to a Worry-Free Retirement - is Canada’s most extensive DIY retirement planning resource.
5 Bonus Interviews - Only for the All Access Pass
Kyle Prevost
CPP Deep Dive
For most Canadians, there is no more important topic than the Canadian Pension Plan. It’s also one of the most misunderstood parts of Canadian personal finance. With so much misinformation out there about CPP, don’t miss this sessions we’re Kyle slowly-but-surely breaks down the math behind how your CPP will be calculated, and how you can make the most out of it. He’ll also decisive answer if the CPP will even be there for you when you need it most!
Kyle Prevost & Kornel Szrejber
5 Retirement Mistakes Canadians Make Every Year
Listen to this tag team discuss the 5 most common mistakes that they have seen after years of helping Canadians plan their retirement. If you can avoid these five areas of struggle, you’ll be well on your way to enjoying your golden years. (And be far ahead of the rest of the country!)
Barry Choi
Get Free Stuff With Better Credit Cards
Barry Choi is Canada’s foremost travel expert. If you want to learn how to save money on travel and get great perks like $0 flights or free hotel nights, he has you covered. Don’t miss this session if you want to find out how to maximize your credit card spending so that you get a ton of free stuff. See the latest credit card offers, and don’t pay a cent for your vacation this year!
Mike Burns
Making the Most Out of an Inheritance
Inheritances can be an emotionally-fraught topic for many families. At the same time, they can be life-changing one-off financial transactions. The stakes are high for getting inheritance plans right whether you’re the recipient or the person leaving an inheritance. Tune in to hear us talk about where to start these difficult discussions, as well as how to optimize your inheritance so that it can do the most good.
Mike is a Certified Financial Planner as well as a Chartered Investment Manager with more than two decades as an investment professional, so he has answered many Canadian inheritance questions!
Kyle Prevost
OAS Deep Dive
Many Canadians don’t even realize that their “government pension” is two separate programs: The Canadian Pension Plan (CPP) and Old Age Security (OAS). Will you be entitled to a full OAS pension payment? What’s the secret hack to get a much higher (36%!!!) OAS payment each month? Is the OAS sustainable, or will payments shrink in the future? Tune in to answer all of these questions using real math - not just big picture theories.
BONUS RESOURCES ($1,099+ Value)
NOT ONLY DO YOU GET LIFETIME ACCESS TO 35+ EXPERT SESSIONS - WE'RE THROWING IN:
We wanted to remove all doubt and over-deliver when it came to the Premium All Access Pass. Even if you completely disregard the All-Star Speaker Panel, these bonus resources alone would be worth more than $1,099!
- Get 4 Exclusive Q&A Sessions: Ask your questions to four of Canada's top experts ($500 Value):
- Get 6 Bonus Interviews: Lifetime access to six full videos never seen by regular Summit attendees ($100 Value)
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40+ Sessions exclusively available to All Access Pass holders as downloadable podcasts ($99 Value)
You Also Get These Bonuses:
- Can I Retire Yet? The Ultimate Guide to Retirement, the 4% Rule, Investments & Portfolio Withdrawals in Canada ($99 Value)
- Getting Your Foot In the Door: Buying a Home in Canada eBook ($99 Value)
- A step-by-step 40-page guide explaining exactly how Summit Founder Kyle Prevost invests his own money ($99 Value)
- A custom-made Canadian cheat sheet to help keep the tax man's hands off what's yours ($79 Value)
- The quiz to finding the best Canadian budgeting app for YOU ($29 Value)
- The full-length eBook of More Money for Beer and Textbooks A Financial Guide for Today's Canadian Student ($19 Value)
- Build Your Canadian Expat Pension - Taxes and Investing Away from Home eBook ($99 Value)
I'm so confident in this value-packed Summit, that if you don't love it... I'll give you your money back ---> No Questions Asked!
HOW TO HACK THIS PASS
AND GET EVERY DOLLAR OF ROI
1) Invest in the all access pass TODAY before the price goes up to $250 (full price after the Summit). You understand the value of a dollar or you wouldn't be tuning in to personal finance experts.
How about a discount of $100? That's the instant savings you're looking at by locking in our exclusive discount sale on the Premium All Access Pass.
We want to reward our dedicated readers, the ones that know the value that this group of elite speakers brings to the table by offering them extreme value if they want to commit to us right out of the gate.
2) Identify the areas of your personal finance game that could use a bit of coaching:
Whether you're just learning the difference between a stock and a bond, or you are looking to implement the specifics of advanced strategies like the Smith Maneuver, we have something for you.
In order to get the most out of your Summit, get lazer-focused on your next steps.
Action item Create a list of questions you need answered from this Summit. As an owner of the All Access Pass, you can ask your questions directly to our panel of experts (4 specialists in the fields of investing, financial planning, cryptocurrency, and personal finance).
3) Check out our All-Star Speaker Panel and benefit from their expertise. This is the best group of Canadian personal finance speakers that has been assembled in one place EVER Bar None!
Don't wait to start learning. Our experts have:
- Authored 100+ Canada-focused personal finance books
- Hosted 600+ podcasts
- Written more than 20,000 blog posts!
- Been featured in hundreds of media articles from every major news and financial publication in Canada
4) Create a next-steps plan of attack.
Ideation without execution is only delusion. Don't succumb to paralysis by analysis!
You don't need to know EVERYTHING to get started on THE NEXT THING.
Action item What will you have done in a week? Two weeks? One month?
HERE'S WHY PEOPLE ARE GETTING THE ALL ACCESS PASS
"Those bonus videos alone are worth the price of a ticket."
"The eBooks and other free resources - combined with the any-time & anywhere convenience - was just too much to pass up. I'll save hundreds of dollars with the bonus tax workbook alone!"
"Some of these experts charge like $300+ for an hour of their time - now I get to pick their brain as a bonus!"
"I just wanted to go back and re-watch certain talks again in more detail to make sure I didn't miss anything."
"I know I'm not buying a house yet, but I probably will - I wanted to go back and re-watch the talks when I was in the thick of it!"
"My work week is crazy, and I know I won't have time to catch the talks I want. I'm excited to space them out over a few weeks to get the most out of these experts and really maximize my time."
Does any of that sound like you?
Lock in your savings today:
HERE'S THE SECRET SAUCE FOR OUR SUMMIT
Going to conferences can be rewarding, but they can also be a bit of a pain.
I mean, have you been to an airport recently? In pandemic times, they are causing even more anxiety than usual.
With the Canadian Financial Summit you can look forward to:
- On-demand sessions that fit your schedule (no hard choices or times to worry about)
- Hours of travel time saved (and headaches avoided)
- No need for PCR tests, vaccination certificates, or any other paperwork!
- The most comfortable quiet spot in your house or favourite coffee shop
- Your most snuggly pajamas or softest home-only t-shirt
- A community of personal finance learners from across Canada to connect with
WHERE WILL YOU BE IN 6 MONTHS?
FIVE YEARS?
- Will you be optimizing and rebalancing your portfolio?
- Will you be purchasing your first house?
- Will you be taking your side hustle to the next level?
- Will you be planning your first adventurous travel on the cheap?
- Will you be your own financial advisor?
WHAT YOU'LL LEARN
- How to plan your own retirement at any age
- Maximize your corporate investing accounts
- How to save money on taxes by optimizing your RRSP to RRIF transition
- Plan your personalized combination of a DIY portfolio alongside an annuity for a customized stream of retirement asset growth + monthly income.
- Get the most money from your dividends vs salary strategy (small business owners)
- Avoid the new 2024 capital gains tax grab
- How to efficiently transition your investing nest egg to a steady stream of retirement income
- How to navigate the retirement risk zone when you first retire
- Why RRSPs aren’t a rip off + hidden RRSP benefits!
- Boosting your spousal RRSP + income splitting strategies
- When to take your OAS and CPP
- Travel for free with Canada’s loyalty rewards programs
- …And MUCH MORE!
I'm so confident in this value-packed Summit, that if you don't love it... I'll give you your money back ---> No Questions Asked!
