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 2021 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 fifth 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 September 22, 2021, followed by pre-recorded speakers from September 23-25, 2021. 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.
What’s new this year?
This year’s Canadian Financial Summit has panel discussions about various topics. Each panel discussion features a panel of experts. Here are the panel topics:
- September 23 – FAQs and Misconceptions about DIY Investing
- September 24 – How Online Wills are Improving Access to Justice in Canada
- September 24 – The best ETFs in Canada for 2021
- September 24 – 6 Ways to Save Money on Life Insurance
- September 25 – Critical Illness Insurance: How Does It Work and Is It Worth It?
Who are the hosts of the Canadian Financial Summit this year?
This year’s hosts of the Canadian Financial Summit are Kornel Szrejber and Kyle Prevost. 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.
Kyle Prevost is back this year to co-host and has a wealth of information to also share including what it’s like to live overseas.
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.
- Rob Carrick – Can Renting a Home Actually Make More Financial Sense for Some Canadians?
- Ellen Roseman – How to Protect Yourself as a Canadian Consumer in 2021-2022 + Retirement Strategies for Canadians
- Ed Rempel – Self-Made Dividends – Better than Ordinary Dividends in Every Way
- Bridget Casey – What Role Should Cryptocurrency Play in Your Portfolio?
- Kyle Prevost – Want an Unlimited TFSA? Move to These Countries and Build a Portfolio Tax – Free!
- Alanna Abramsky – Understanding Credit and Managing Debt
- Jonathan Chevreau – Semi-Retirement: Halfway House between Employment and Full Retirement
- Mike Heroux – Are Dividend Stocks In a Bubble? What Market Is Safe?
- Andrew Hallam – Balance – How to Invest and Spend for Happiness, Health, and Wealth
- Ben Felix – What is Factor Investing, Why Do Smart People Like It, and Can It Make You Money?
- Robb Engen – Don’t Let FOMO Rule Your Investment Decisions
- Mahima Poddar – Online Banking Solutions for Yoru TFSA, RRPS, and Currency Conversion
- Ed Rempel – How to Reliably Maximize Your Retirement Income – Is the “4% Rule” Safe? New Retirement Rules of Thumb
- Peter Hodson – How to Find the Best Stocks in 2021-2022
- Kevin McCarthy – Registered Accounts with Kevin McCarthy
- Kevin Cochran – How to Raise Financially Responsible Kids
- Kristy Shen and Bryce Leung – Life After Fire – Don’t “Burn” Out
- John Robertson – Is Every Asset In a Bubble?
- Barry Choi – Maximizing Post-Covid Travel Points in Canada + The New Aeroplan
- Mark Seed – Use Your Corporation to Shelter Investments – and Then Pay Yourself
- Sandra Martin – Your Top Personal Finance Questions, Answered
- Arin Klug – The True Cost of Dying Witout a Will
- Dale Roberts – What Are the Risks of Investing in Cryptocurrency?
- Moez Mahrez – Which “All-in-One” ETFs are the Best?
- Arian Beyzaei – 2022 Stock Market Outlook
- Tom Drake – Work From Home Tax Tips + Survival Techniques in a Post-Covid World
- John Kalos – An Alternative to Bonds?
- Courtney Chais – How to Buy Back Your Family’s Time
- Stephen Weyman – How to Find the Right Credit Card for You, and Maximize Its Bonuses
- Bob Lai – Investing vs Speculating In Your Portfolio
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 4 exclusive Q&A sessions where you can get your questions answered, 6 exclusive expert sessions only available to All-Access Pass holders, and a whole bunch of other extras.
The 4 exclusive Q&A sessions are with:
- Investing Specialist – Peter Hodson
- Personal Finance Specialist – Alanna Abramsky
- Financial Planning Specialist – Ed Rempel
- Cryptocurrency Specialist – Brendan Wood
Here are the 6 bonus interviews you get life-time access to:
- Kyle Prevost – My Personal Plan for Perpetual Travel
- Kornel Szrejber – Canada’s Most Burning Investing Questions – Answered
- Stephanie Myers and Gillian Batt – Can It Really be THAT CHEAP to Travel the World Forever?
- Korney Szrejber – Investing In Your Children’s Financial Future: An In-Depth RESP Guide
- Kyle Prevost – The Dark Side of Expat Life: Lifestyle Inflation
- Tom Williams – Pay 1% Income Tax in Tbilisi, Georgia
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 2021 Canadian Financial Summit?