Canadian Investment Accounts Guide (PDF)
Most Canadians are never taught how investing works… until it’s too late.
This guide is here to change that.
I’ve seen how confusing, and costly the Canadian financial system can be, especially for newcomers and young adults.
After managing over $1 billion in investments during my time as a wealth advisor, I knew I wanted to use that experience to serve the people who are often overlooked, the ones who just want clear, honest financial education.
What’s Inside:
A beginner-friendly breakdown of Canada’s 8 most popular investment accounts
Clear explanations of tax benefits, contribution rules, and withdrawal tips
Side-by-side comparison table so you can quickly figure out which account fits your goals
Mistakes to avoid, tips the banks don’t tell you, and honest tips from someone who’s been inside the system
Whether you’re new to investing, saving for retirement, your first home, or your child’s education, this guide will help you:
✅ Understand how each account works
✅ Save money on taxes
✅ Make smarter investing decisions
One-time download. Lifetime value.
Includes 19 beautifully designed pages, a TFSA contribution example, tax tips, and more.
Most Canadians are never taught how investing works… until it’s too late.
This guide is here to change that.
I’ve seen how confusing, and costly the Canadian financial system can be, especially for newcomers and young adults.
After managing over $1 billion in investments during my time as a wealth advisor, I knew I wanted to use that experience to serve the people who are often overlooked, the ones who just want clear, honest financial education.
What’s Inside:
A beginner-friendly breakdown of Canada’s 8 most popular investment accounts
Clear explanations of tax benefits, contribution rules, and withdrawal tips
Side-by-side comparison table so you can quickly figure out which account fits your goals
Mistakes to avoid, tips the banks don’t tell you, and honest tips from someone who’s been inside the system
Whether you’re new to investing, saving for retirement, your first home, or your child’s education, this guide will help you:
✅ Understand how each account works
✅ Save money on taxes
✅ Make smarter investing decisions
One-time download. Lifetime value.
Includes 19 beautifully designed pages, a TFSA contribution example, tax tips, and more.
Most Canadians are never taught how investing works… until it’s too late.
This guide is here to change that.
I’ve seen how confusing, and costly the Canadian financial system can be, especially for newcomers and young adults.
After managing over $1 billion in investments during my time as a wealth advisor, I knew I wanted to use that experience to serve the people who are often overlooked, the ones who just want clear, honest financial education.
What’s Inside:
A beginner-friendly breakdown of Canada’s 8 most popular investment accounts
Clear explanations of tax benefits, contribution rules, and withdrawal tips
Side-by-side comparison table so you can quickly figure out which account fits your goals
Mistakes to avoid, tips the banks don’t tell you, and honest tips from someone who’s been inside the system
Whether you’re new to investing, saving for retirement, your first home, or your child’s education, this guide will help you:
✅ Understand how each account works
✅ Save money on taxes
✅ Make smarter investing decisions
One-time download. Lifetime value.
Includes 19 beautifully designed pages, a TFSA contribution example, tax tips, and more.