Topics for the Canadian Investor
Let's make learning interesting. Having built up some wealth, the topics below can help take your investing and planning to the next level. The material is designed to help you become a more informed investor.
Select a topic to learn more!
WEBINAR: Back to the Basics: Investing 101
Finance is a complicated world. Diving into this world can be challenging without understanding the basics. Between understanding Equity, Fixed Income, Mutual Funds or Exchange Traded Funds, do you know which is right for you and where to start? Together let’s answer your ‘what is’, your ‘why is’ and your ‘how to’ questions about finance and investing!
WEBINAR: Risk it All or None at ALL?
Risk can be the difference between retiring at 55 instead of 60.Deciding on how much risk is not always so straightforward. When dealing with our lifelong savings and goals, 'How much risk?' is the BIGGEST question that needs to be answered. It’s a question that deserves more time and respect as you plan your future.
Individual Pension Plans | Part 2: Developing New Best Practices
Qube is pushing the status quo to discover and develop new best practices in IPP Planning! Have you ever been curious and want to know the best exit strategy? Or perhaps you want to understand what to consider when setting up an IPP?
TSFAs vs RRSPs: The Financial Tug of War
For many, there is this dilemma of how to invest their money... Should we use Registered Retirement Savings Plans(RRSPs) or Tax-Free Savings Plans(TFSAs)? This course will walk you through everything you need to know, as well as some tax planning strategies to optimize best how you use TFSAs and RRSPs.
Behavioural Finance: Part 1 - The Behavioural Finance Perspective
Part one of this two-part series will help you really understand how human you really are. We focus on understanding the differences between what is known as traditional finance with the behavioural finance perspective. Advisors serve clients who are human. Let's study the human condition so we can elevate the effectiveness of our professional services.
Fashion in Finance: Investment Basics
How are Fashion and Finance similar? Through this introductory course, we will use some examples to show you how Fashion and Finance are really not that different. We understand that finance can be tough, especially if you don't understand some of the principles that advisors base their recommendations on.
Individual Pension Plans in 2021 – Shifting Perspectives & Basic Concepts
The first of our two-part series: Individual Pension Plans: Capturing a New Perspective, helps us build the understanding needed to identify the negative implications of a poorly planned IPP. As IPP experts for the past 20 years, Qube is shifting how we approach and evaluate the benefits of IPPs. This informative and educational webinar is intended to provide education on IPPs to accountants, executives, and business owners. We want to share our perspectives of both the pros and cons of utilizing an IPP.
Qube Shorts | RESP Withdrawal Strategies
RESPs are fantastic tools to use to help you save for a child's education. BUT! Did you know there is still a chance that you will need to pay back the government benefits received in an RESP? Find out how you don't have to and some of the best ways to withdrawal from an RESP!