"Smart Money Education Hub"
Educational Financial Workshop
Building a new life or growing a business in Quebec takes dedication. However, hard work alone does not guarantee long-term security if you do not know the rules of the Canadian financial system.
In this session, we break down complex concepts into practical, easy-to-understand steps so you can make informed decisions based on math, not emotion.
Presented by Javier Valencia,
Security Financial Advisor
AMF Approved.
Reserve Your Seat for the Next Workshop
Spaces are limited to ensure every attendee can ask questions and understand their important personal case.
In this webinar we will cover
Income Protection & Risk Management
How to safeguard your household and your business cash flow against unexpected life events, closing the gaps that public coverage does not address.
Tax Efficiency with Canadian Accounts
The real differences between registered accounts such as the TFSA (CELI) and RRSP (REER), showing you how to grow savings without overpaying taxes.
Fundamentals of Segregated Funds
How investment and protection combine into one vehicle, including principal guarantees and creditor protection benefits for business owners and independent professionals.
Retirement Planning Beyond Public Plans
Realistic projections comparing what government pensions like QPP and OAS actually provide versus the capital you need to retire comfortably.
Debt Elimination & Wealth Building Strategy
Simple, proven habits to eliminate high-interest liabilities and redirect that money into long-term wealth accumulation.
