What? You’ve never heard of the Canadian Financial Summit? Momma, you are missing out on some great free content. Whether you are just getting started, wanting to retire early, or want to learn more about passive or DIY investing, the Canadian Financial Summit has something for you.
Here is everything you need to know to get the most out of the 2020 summit.
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What is the Canadian Financial Summit?
The Canadian Financial Summit is an online summit featuring 25+ of Canada’s best personal finance experts.
This year is the fourth year for the summit and every previous year has not disappointed.
When is the Canadian Financial Summit?
This year’s summit kicks off live on October 14, 2020, followed by pre-recorded speakers from October 15-17, 2020. Each speaker’s session will be available for free for 48 hours. After that, you can get lifetime access by purchasing the All-Access Pass.
Who is the host of the Canadian Financial Summit this year?
This year’s host of the Canadian Financial Summit is Kornel Szrejber. Kornel is the host of The Build Wealth Canada Show available wherever you listen to podcasts. He has also reached financial independence and has a lot of knowledge to share.
In previous years the summit was hosted by Kyle Prevost but he is not teaching oversees. But don’t worry Kyle will still be around at the summit as he is one of the speakers.
Who are the speakers at this year’s summit?
This year’s line-up of speakers is jam-packed with knowledgeable people. Here is the breakdown for the 3 days.
- Kevin McCarthy – TFSA Creator Shares Best Practices for Optimizing Your Financial Literacy
- Peter Hodson – How to Pick the Right Stocks in 2020-2021
- Areian Beyzaei – 7 Factors to Measure Your Personal Finances
- Kornel Szrejber – What DIY Passive Investing Style is Optimum for You? Examining the Pros and Cons of Each
- Lana Sanichar – The Unique Challenges Women Face with Money and How to Overcome Them
- John Kalso – Are you Saving Enough for Retirement? Secrets of an Ex-Banker
- Jiten Puri – The Insurance Landscape: Types of Insurance Available for Canadians
- Mahima Poddar – Are you Still Paying for These Banking Services?
- Brendan Young – Why I Became a DIY Investor and How You Can too?
- Kyle Prevost – Paying $0 Income Tax While Working Abroad?
- Rob Carrick – How to Crisis-Proof Your Finances
- Ed Rempel – How to Easily Outperform Investment Advisors & Robo-Advisors
- Arian Beyzaei – Top 8 Questions to Ask Your Financial Advisor
- Robb Engen – The Major Gaps in Your Financial Plan
- Tom Drake – How to Start a Business-on-the-Side in the COVID Era
- Sarah Zandbergen – Free Resources and Strategies for Enhancing Financial Literacy for Women
- Moez Mahrez – How to Pick the Right ETFs
- Jiten Puri – Living Benefits Insurance in Canada: Critical Illness and Disability Insurance
- Mark Seed – FIRE in the COVID Era: Financial Independence vs Early Retirement, and How to Prepare
- Brendan Wood – How to Automate your DIY Investing Without Paying the Massive Fees
- Kristy Shen & Bryce Leung – Early Retirement Lessons Learned from Canada’s Youngest Retirees
- Ellen Roseman – How to Protect Yourself as a Canadian Consumer & What Rights Do You Have?
- Ed Rempel – The High Risk of Bonds: Are Bonds Actually Safe Investments?
- Arian Beyzaei – 3 Keys to Living a Debt Free Life
- Moez Mahrez – The Top Mistakes Canadians Make in Their Investment Portfolios
- Stephen Weyman – How to Find the Right Credit Card for Your, and Maximize Its Bonuses
- Kevin Cochran – How to Teach Your Kids About Money
- Maria Smith – How Moms Can Gain More Control of Their Money
- Mike Heroux – How to Build a Portfolio that is COVID Proof?
- Bob Lai – Executing an Early Retirement in the Post COVID-Era
Is the summit really free?
Yes, the Canadian Financial Summit really is 100% free, all you have to do is sign up with your email address.
Every day of the summit you will be emailed a link to that day’s videos. Those videos will be available for free for 48 hours. After that, if you want to watch them you will have to sign up for the All-Access Pass.
What is the All-Access Pass?
The All-Access Pass is your ticket to lifetime access to all of the great speakers at this year’s summit.
When you buy it you don’t have to worry about watching all of the sessions right away. And you can re-watch them as many times as you need in order to get the most out of the information.
But there is a fee for the All-Access Pass and that fee goes up once the summit starts so your best option is to buy it in advance as part of the early bird special.
What bonuses come with the All-Access Pass?
This year the All-Access Pass includes over $1000 worth of bonuses.
Not only will you get lifetime access to all of the summit sessions, but you will also get 5 exclusive Q&A sessions where you can get your questions answered 7 exclusive expert sessions only available to All-Access Pass holders, and a whole bunch of other extras.
The 5 exclusive Q&A sessions are with:
- Personal Finance Expert – Kevin McCarthy (the creator of the TFSA)
- Investing Expert – Peter Hodson
- Financial Planning Expert – Ed Rempel
- Financial Planning Expert – John Kalos
- Insurance Expert – Jiten Puri
Is the All-Access Pass worth it?
In a word yes.
The fact that for less than $100 (early bird price) you can get over $1000 worth of bonuses makes it a no-brainer. But if that doesn’t convince you, the Canadian Financial Summit also offers a money-back guarantee when you buy the All-Access Pass. That’s how confident they are that the pass is worth the price.
But in order to get the most out of the All-Access Pass buy it before the summit starts. Once the summit starts the price goes up to $197.
How to get the most out of the Canadian Financial Summit?
As someone who has attended every Canadian Financial Summit and has bought the All-Access Pass in the past here are my 3 tips for getting the most out of the summit.
- Check out the speakers and their talks in advance and make a list of your top 3 for the day
- Schedule a few hours each day of the summit to watch that day’s videos
- Buy the All-Access Pass in advance to save money. (*hint* when you sign up for your free ticket sometimes you get an offer to save even more off of the early bird rate – this is the best price for the All-Access Pass – buy it then).
The only year that I did not regret getting the All-Access Pass was when I was on maternity leave and home all day. There is so much great information at the summit that while working I cannot devote enough time to watch all of the great speakers.
And this year the All-Access Pass features exclusive sessions and Q&As. I’m all for a great deal so I prefer to buy the All-Access Pass in advance so I don’t have to pay more once the summit has started.
But hey, that’s just me. You need to make the best choice for your personal financial situation.
For the past few years, the Canadian Financial Summit has been something that I look forward to in the fall. This is not one of those pandemic summits that are popping up now because people cannot meet in person. This is the original summit related to Canadian personal finance.
This summit has always been a virtual summit that I love. The organizers want you to have the information (for free) without having to travel to get it. You can watch the whole summit in your pajamas on your couch if you want.
And I could not be more excited to be a speaker at this year’s summit. With tickets being free you really have nothing to lose. Even if you sign up and only watch 1 session you will get your free ticket’s money’s worth.
Now that you know everything there is to know about this year’s summit, who are you most looking forward to hearing at the 2020 Canadian Financial Summit?