Financial

Literacy

Financial Planning Seminar

The Finance and Accounting Professionals Alliance (FAPA) organized a webinar titled “Financial Planning Seminar” in collaboration with the Economic Planning Board (EPB) on February 9th, 2021. The session was conducted by Aleem Visram, owner of MIRFP Financial Planning and Professor at the Schulich School of Business at York University.

The seminar covered key financial topics such as

• Which investment vehicle (RRSP, TFSA, RESP, or Non-Registered) is the right fit for my needs? What are the differences and pros and cons of each?

• How much should I be investing annually? How much do I need for retirement?

• What should I look for when I am investing?

• Should I be paying down my debt or investing?

• What is the current market outlook given the market volatility due to COVID?

• Who should I invest with? What types of returns can I get? How much risk should I take?

The webinar was very well received with attendance of over 470 people. We are highly grateful to the attendees for making these events a success. We would also like to thank the volunteers and our speaker Aleem for their time and efforts.

Speaker

Aleem Visram, Independent Financial Advisor & Part-Time Professor at The Schulich School of Business