SERVICES​

In-Class Seminars
COURSE OUTLINES
COURSE SCHEDULE
I offer 5 full-day seminars based on five of my books to CPA's in 8 provinces. The books are "Smoke and Mirrors", "Enough Bull", "Cash Cows, Pigs and Jackpots", "Crushing Debt" and "The Procrastinator’s Guide to Retirement". You can review the seminar outlines and find out when I’ll be coming to your province by clicking on the links below. Each participant gets a FREE copy of the book that the course is based on.


Online Seminars
Do you find it difficult to commit to a full-day class? Then try one of my on-demand seminars available through the CPA Ontario PD portal (click on button below). All five of my full-day seminars are available as a recorded live broadcast. You can get 7 hours of verifiable CPD anytime at your home or office. 

I also have five 1.5 hour customized on-demand courses also available through the CPAO portal. Those courses include: Canada Pension Plan and Old Age Security – All You Need to Know, Rent vs Buy – An Analytical Approach to Real Estate, A Layman’s Guide to Investing, Personal Debt – All You Need to Know and Retirement Planning for Procrastinators. (click on buttons below to view).
CPAO PORTAL
ON-DEMAND COURSES
Custom Services
I also offer customized seminars to organizations. Do you work for a group or company that is interested in helping its members/employees with their personal financial situation? Do you have an online Learning Management System (LMS) and need a subject matter expert to add customized personal financial advice? Get in touch with me directly to discuss options by clicking on the icon below.

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