The role of the advisor
Areas of intervention
Pyramid of financial priorities
Main risks
Industry remuneration
Legal aspects
Wills and mandates in event of unfitness
Death without a will
The 6 steps of an estate
Regulations of an estate
Protection and inheritance
Insurance families
Numbers talk
Insurance disability/salary
Needs cycle in life insurance
Comparison bonuses
Premium growth whole life
Serious illness insurance
Insurance companies VS. banking institutions
Same insurance capital two insurance budgets
Savings and investments 1
TFSA
RRSP
TFSAPPSA
Locked LIRA/RRSP
RESP
Subsidies and RESPS
RDSP
Subsidies and RDSPs
The products financial
The various asset classes
Mutual funds
Equities vs. bonds and portfolio life cycle
Savings and investments 2
Early savings
Golden rules of successful investor
Seizability of the main vehicles
Pooled fund VS segregated fund
Don’t miss on this occasion
Time heals all ills
Markets are emotional
Market crises and subsequent returns
Asymmetry between gains and losses
Credit management
File credit
Calculating ratios debt
The basics to become an owner
Consolidation of debts
Tax and taxation
Comparison company structures
Decision compensation
Dividend VS salary
Corporate strategy: serious illness in co-ownership
The account capital dividend (CDC)
Advanced strategy with permanent life insurance
Tax and taxation
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