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Camp Millionaire Level 4 (Sunday 2 - 3:30pm)

Day 2

Great class today. Had a lot of discussions and covered a wide range of topics.

We learnt about:

  • Progressive tax rate
  • Calculating federal tax
  • Understanding Taxable Capital Gain
  • Registered savings accounts
  • TFSP
  • RRSP
  • RESP

This week's investment challenge is to create a profile on your future financial circumstances. Think about the asset allocation you want, and invest in a fixed income security (GIC).

See you next week!

Aaron

 

Day 1

Hi everyone!

We had a great class today, lots of discussions and participations.

Topics:

  • Your financial circumstances
  • Considerations to make when building a portfolio
  • Risk vs reward trade-off
  • Asset allocations based on risk tolerance
  • Basics of taxes
  • Filing taxes
  • Progressive taxation system

Next week I will test your knowledge on the progressive tax system and tax brackets!

 

Thanks,

Aaron

Welcome

Hi everyone!

 

Welcome to Camp Millionaire! 

My name is Aaron. I am currently a fourth-year accounting student at UofT. I look forward to sharing my passion in finance and to teach the next generation about Finance!

The purpose of Camp Millionaire Level 4 is to give them a foundation on how to build a portfolio and understanding of taxation. This is based on the knowledge students have gained about investment throughout the prior level.

 

Classes will take place each Sunday @ 2:00 - 3:30 pm EST (Toronto time)

Please ensure you have a Zoom account and are able to connect. 

Zoom link: https://us02web.zoom.us/j/86953438688

 

We look forward to meeting and working with your kids!

 

Aaron

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