Investing with confidence for financially vulnerable Canadians


When it comes to investing, there are many considerations to make before choosing if and what types of investments are best for your situation.

This webinar explores the topic of investor education and consumer protection for financially vulnerable Canadians. We'll start by discussing the basics of investments and ways to determine if investing is right for you. We'll then discuss some common investment frauds and how to protect yourself, then examine some real-life scenarios of fraudulent investment activity and the steps needed to take action if you are victimized.

The webinar speakers are:

  • Tasmin Waley (FAIR Canada)
  • Christine Allum (Ontario Securities Commission)
  • Brigette Catellier (Investor Protection Clinic at Osgoode Hall Law School)

This webinar will benefit frontline practitioners supporting those in financially vulnerable situations, who may be considering investing or have already invested. 

Click 'Get it' below to access the video link, and scroll down to access slides, handouts, and video timestamps for this webinar.




Read the presentation slides for this webinar.

Download resources provided by webinar speakers:

Time-stamps for the video recording:
3:24 – Agenda and Introductions
6:36 – Audience poll questions
9:33 – FAIR Canada presentation (speaker: Tasmin Waley)
24:07 – Ontario Securities Commission presentation (speaker: Christine Allum)
39:10 – Investor Protection Clinic at Osgoode Hall Law School (speaker: Brigitte Catellier)
51:34 – Q&A


Successful strategies for saving for higher education

This is a one-hour webinar on increasing take up of Registered Education Savings Plans (RESPs) among people on low incomes. Our panelists share challenges and success stories in their work to help clients save for their children’s post-secondary education. Learn successful outreach strategies, tips on increasing sign ups through one-on-one support, and other approaches that work. The presenters in this webinar are:

Click 'Get it' below to access the video link, and scroll down to access handouts, slides, and video timestamps for this webinar.



Presentation slides for this webinar

Handouts for this webinar:
RESP case plan – webinar handout (from Credit Counselling Sault Ste. Marie)
RESP tracking sheet – webinar handout (from Credit Counselling Sault Ste. Marie)
RESP quick reference sheet – webinar handout (from FSGV)
RESP sample letter to schools – webinar handout (from Credit Counselling Sault Ste. Marie)

Time-stamps for the video recording: 

3:00 – Agenda and introductions
5:05 – Audience polls
9:00 – Importance of education savings (Speaker: Glenna Harris)
16:00 – Credit Counselling Services Sault Ste. Marie and District (Speaker: Allyson Schmidt)
33:00 – Family Services of Greater Vancouver (Speaker: Rocio Vasquez)
54:45 – Q&A

Retiring on a low income: Learnings


This is a webinar presentation recorded with John Stapleton at Prosper Canada on October 4th, 2016. John Stapleton is a Principal of Open Policy, and has worked for the Ontario Government for 28 years in the areas of social assistance policy and operations.

In the session John describes the differences between non-refundable and refundable tax credits, deductions, exemptions, and entitlements. He also reports on his learnings from presenting on tax credits and retiring on a low income to local Ontario audiences.

This is the webinar video recording.

For more information on retiring on a low income, including John’s updated toolkit with 2018 information, please visit: Open Policy Ontario.

 




Future planning for people with disabilities


Delivered in partnership with Plan Institute, this webinar "Future planning tips for people with disabilities and those who support them," discusses how planning for A Good Life can lead to achieving greater peace of mind about the present.

This webinar also introduces the online Future Planning Tool for Persons with Disabilities*, a resource that helps you, your family, and your clients create a financial plan.

The speakers are:

  • Brendon Pooran, Founder and principal lawyer, PooranLaw Professional Corporation
  • Ted Kuntz, Chair, Board of Directors of Plan Institute
  • Tom O’Dwyer, Lead tax advisor, Ability Tax and Trust Advisors.

This is the webinar video recording.

Read the presentation slides for this webinar.

Discover the Future Planning Tool discussed in this webinar.