January Debt/ Budgeting/ Cash flow tips Get organized and learn the basics of paying down debt and creating a budget February Saving through RRSPs/ TFSAs/ RDSPs/ RESPs Maximize your registered investment accounts. March House and Home Learn the do’s and don’ts of buying and selling, plus get a better mortgage rate. April Taxes Learn how to keep more of your money out of Ottawa’s pocket. May Insurance We know it seems boring, but you really can’t afford to ignore it. June Boost earnings/ Employer benefits Now that you’ve diligently saved, it’s time to focus on boosting earnings July Tax freedom day Time to focus on things you and your partner can do to improve your finances August Back to school/ RESP investing basics Grow your child’s education savings faster September Portfolio management Choose an advisor and start investing October Deals Galore! We teach you how to find bargains that save and make you money. November Estate planning Leave more to your heirs. December Tax loss selling/ Charitable giving Donate smarter and offset capital gains to pay less tax.
