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Investing in Canada : A complete guide to making Investments
Rating: 4.5 out of 5(96 ratings)
1,319 students

Investing in Canada : A complete guide to making Investments

This is a complete guide for new and expert investors in Canada
Created byHarry Vadalkar
Last updated 2/2026
English

What you'll learn

  • Learn different types of investing accounts that you can open like TFSA , RRSP , RESP , TFSA - Housing account , Non registered account , Margin account
  • Learn different asset classes and investments you can make like real estate , stocks , bonds , mutual funds , etfs etc
  • Learn about Phycology of money , Long term investment strategies ,Understanding long term market cycles , Diversifying long term investment etc
  • Learn from success stories – Everyday people making extra ordinary gains

Course content

8 sections93 lectures42h 54m total length
  • Introduction8:27

    Explore canadian investment accounts like TFSA, RRSP, RESP, margin, and non-registered accounts, and build a diversified core and satellite portfolio across real estate, stocks, ETFs, mutual funds, bonds, and cryptos.

  • Our Millionaire Journey22:23
  • From $20K to $2M: How I Achieved Financial Freedom as an Immigrant in Canada20:31
  • Connect with Me0:23
  • RRSP14:37

    Discover how registered retirement savings plan investments grow tax-deferred and provide tax deductions on contributions. Explore withdrawal options, home buyers plan, lifelong learning plan, and a practical RRSP case study.

  • TFSA13:10

    Discover how TFSA functions as an investment account with tax-free growth and withdrawals, explore contribution limits, investment options, and the impact on retirement planning.

  • Book Details0:56
  • Book Review31:45
  • RESP Intro2:21

    Explore the registered education savings plan (resp), offering $2,500 yearly grants and 20% matching up to $500 per child, with tax-sheltered growth and tax-efficient education withdrawals.

  • A Parent’s Journey: Building an RESP to Secure My Children’s Future7:12
  • RESP12:38

    Explore the registered education savings plan (RESP) for your child, including 20% Canada Education Savings Grant up to $500 and tax-deferred growth.

  • FHSA10:55

    The FHSA blends RRSP and TFSA features, offering tax-deductible contributions, tax-free growth, and up to 8,000 annual contributions for a first home.

  • Margin Account4:08
  • Investment Account7:53

    Explore how non-registered investment accounts tax capital gains, dividends, and interest income, including the rule that half of capital gains are taxable, dividend tax credits, and offsetting losses against gains.

  • "Investing Basics: Understanding Stocks, Capital2:12

    Own a stock to become a part owner and benefit from capital appreciation and dividends as the business grows, exemplified by RBC's share growth and profit sharing.

  • Dividend Reinvestments2:37

    Learn how dividend reinvestment, via a drip, creates a snowball of wealth by automatically reinvesting RBC dividends to buy more shares, leveraging compounding for long-term growth.

  • Investment options22:29

    Divide goals into short-term preservation and long-term growth, then choose safe options like savings accounts, GICs, money market funds, or growth options like stocks, bonds, and real estate.

  • Investment Options Live Class1:00:19
  • Investment and Goal matching1:11:26

    Learn how robo advisory platforms auto invest into low-cost etfs based on age, net worth, income, and risk, with 0.7% fees, and how core and satellite portfolios support goal-oriented investing.

  • FIRE Strategy17:24

    Discover how to achieve financial independence and retire early with the fire strategy. Cut expenses, save aggressively, and invest 25x yearly expenses for a sustainable 4% withdrawal in Canada.

  • "Why I’m Skipping FIRE and Choosing the Slow Burn1:42
  • How to invest in your 20s29:49

    Learn how to invest in your twenties by building emergency funds, planning a down payment with a first housing savings account, and starting retirement with tax-advantaged accounts.

  • How to invest in your 30s18:58
  • How to pay off debt25:23
  • How to improve your credit scores13:12

    Enhance your credit scores by paying on time, keeping utilization low, building diverse credit types, avoiding hard inquiries, and using authorized user strategies for younger or new borrowers.

  • Money Management live class2:46:23

    Learn money management fundamentals, time value of money, budgeting, and building wealth through auto invest platforms and robo-advisors for retirement in Canada.

  • Debt Management - Live Class1:10:51

    Explore how to manage debt across credit cards, lines of credit, mortgages, and more, learn debt payoff strategies like snowball and avalanche, and understand credit scores and improvement tactics.

  • Retirement Planning in Canada35:45

    Retirement planning in Canada explains accumulation and distribution phases, leveraging CPP, GIS, and old age security, while using home equity, reverse mortgage, RRSP, TFSA, and employer pensions.

  • Retirement Planning Calculator live class1:32:30

    Explore retirement planning in Canada by contrasting accumulation and distribution phases, detailing government plans like CPP, OAS, GIS, home equity strategies, and employer pensions to build a sustainable retirement.

  • Family planning and Financial planning for different decades1:16:37
  • Partnership / Marriage is a super power19:46
  • "Why Being in a Relationship Makes You Richer in Canada2:24
  • Canadian Taxes Master Class1:07:08
  • Timeless Lessons from Warren Buffett’s Life: Value, Patience45:22
  • Ray Dalio - Investing lessons26:00
  • Investing in the Improbable: Vinod Khosla's VC Playbook for AI, Cleantech23:45

    Unpack Khosla's improbable bets, power-law returns, and the pursuit of planet-scale impact in AI and cleantech. Highlight hands-on venture assistance, rapid learning, de-risking, and the drive to build billion-dollar companies.

  • AI and Robotics Future37:29

    Examine how AI, robotics, genomics, and material science could drive transformative revolutions beyond current forecasts. Emphasize exponential growth, convergence, and the rise of a digital workforce and agentic AI.

  • Investing in Next-Gen Defense Technology: AI, Drones, Space & Cyber Strategies55:31
  • Raoul Pal’s Exponential Age Thesis: AI, Crypto & The Everything Code (2025–203019:41

    Explore Raoul Pal's exponential age thesis and the everything code, linking global liquidity and AI to the economic singularity and crypto-tech investment opportunities like Bitcoin, Ethereum, and Solana.

Requirements

  • Basic understanding of money

Description

Are you ready to take control of your financial future and build a lasting foundation for wealth? Join over 1,200+ satisfied learners who have enrolled in this highly rated course—designed specifically for Canadian investors and students seeking to understand the many avenues available for growing their money.

Why Enroll in This Course?

  • Tailored for Canadian Investors: Get in-depth insight into the unique tax-advantaged accounts and investment vehicles available in Canada, including TFSA, RRSP, RESP, the new FHSA (Tax-Free First Home Savings Account), non-registered accounts, and margin accounts.

  • Lifetime Access with Ongoing Updates: Benefit from weekly updated video content, curated personal finance research articles, Google Sheets to practice and apply investment concepts, and financial calculators to plan for your future. You’ll also receive an invitation to an exclusive Discord channel (currently in development) for peer-to-peer learning and networking.

  • Holistic Investment Education: Explore a broad range of asset classes, from real estate and stocks to bonds, mutual funds, and ETFs—all while diving into the psychology of money, market cycles, and long-term investment strategies.

  • Real-Life Success Stories: Learn from ordinary people who achieved extraordinary gains. Get practical, relatable examples of how to replicate their habits while avoiding the pitfalls that commonly derail well-intentioned investors.

  • Proven Frameworks and Methods: Understand and apply the FABS (Find, Analyze, Buy, and Sell) process and Q2 (Qualitative and Quantitative) framework to discover, evaluate, and monitor investments with confidence.

What You’ll Learn

  1. Optimizing Your Investment Accounts

    • Compare and contrast different Canadian accounts—TFSA, RRSP, RESP, FHSA, Margin, and Non-registered—and discover the optimal way to leverage each for your goals.

  2. Diverse Asset Classes

    • Unpack the pros and cons of various investment vehicles, including stocks, bonds, mutual funds, ETFs, and real estate.

  3. Mastering Behavioral Finance

    • Recognize and break free from self-destructive habits that erode wealth.

    • Control your mindset and daily routine to make data-driven, emotion-free decisions.

    • Unlearn negative patterns and reprogram your thinking from scarcity to abundance.

  4. Long-Term Wealth-Building Strategies

    • Grasp the concept of diversification to protect your nest egg through market cycles.

    • Develop an investment discipline rooted in value and growth at a reasonable price.

    • Stay focused on fundamental analysis, economic indicators, and behavioral biases that can affect returns.

  5. Analyzing Stocks Like a Pro

    • Examine real-world case studies of core/satellite portfolio construction.

    • Delve into valuation metrics—including P/E, P/S, P/CF, dividend discount models, Gordon Growth Model, and free cash flow valuation techniques.

    • Understand the interplay between economic data and stock performance, plus the importance of qualitative analysis in making well-rounded investment decisions.

  6. Practical Tools and Exercises

    • Work hands-on with Google Sheets to apply course concepts.

    • Use financial calculators to project growth, plan retirement, and evaluate investment outcomes.

    • Engage with peer learners on the upcoming Discord channel to share strategies, discuss current market events, and broaden your investment perspective.

Key Benefits and Outcomes

  • Confidence to Invest in Any Market: Reduce anxiety and second-guessing by following a time-tested process.

  • Strengthened Decision-Making Skills: Align your daily habits and mindset to make consistent, strategic moves.

  • Enhanced Wealth-Building Potential: Learn to protect your retirement nest egg from market noise and common mistakes.

  • Financial Independence: Raise your odds of achieving a comfortable, secure future through intentional planning and disciplined investing.

  • Lifetime Learning: Continue growing your knowledge through our ever-expanding content library, updated every week.

Who Should Join?

  • Canadian Residents seeking to maximize the benefits of local tax-advantaged accounts.

  • Students and Beginners who want a structured, comprehensive introduction to the world of personal finance.

  • Seasoned Investors interested in refining their strategies and exploring new perspectives on growth and valuations.

  • Anyone ready to transform unproductive financial habits into a success-oriented mindset.

Who this course is for:

  • Investors in Canada
  • Immigrants to Canada
  • Students in Canada