Benjamin Felix(@benjaminwfelix) 's Twitter Profileg
Benjamin Felix

@benjaminwfelix

Helping Canadians make better financial decisions. Portfolio Manager, Head of Research @PWLCapital; co-host @RationalRemind.

Meet with PWL ⬇️

ID:1253382066

linkhttps://calendly.com/d/cpws-jyp-znp calendar_today09-03-2013 04:29:03

3,8K Tweets

20,7K Followers

224 Following

Boomer and Echo(@BoomerandEcho) 's Twitter Profile Photo

There’s room for good financial planning - and for error - before the June 25 capital-gains tax change via ⁦Benjamin Felix⁩ theglobeandmail.com/investing/pers…

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Millennial Money Canada(@LichtmanSamuel) 's Twitter Profile Photo

An investment projection is not a financial plan.

Here are the 8 steps involved in creating a financial plan according to the FP Canada Proficiency Requirements curriculum.

A 🧵

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Aaron Hector, R.F.P., CFP, TEP(@AaronHectorCFP) 's Twitter Profile Photo

Guide:
'How to draw down a $200k RESP over a 4 year university program'

Let's say you front loaded your RESP, and years later you have $200k.... how do you get the money out?
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Guide: 'How to draw down a $200k RESP over a 4 year university program' Let's say you front loaded your RESP, and years later you have $200k.... how do you get the money out? Thread👇
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David Chilton(@wealthy_barber) 's Twitter Profile Photo

Hey. If you're an employee at a company that offers a group RRSP, watch this video! Heck, watch it even if you're not as it's mesmerizing. Or not.

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Mark McGrath(@MarkMcGrathCFP) 's Twitter Profile Photo

If you're an incorporated business owner or professional, you're not going to want to miss this webinar.

Learn about evidence-based approaches to business owner compensation.

It goes beyond salary vs. dividends.

Link below!

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