S3 E04 - Financial Planning 101 - What You Need to Know

It can be difficult to plan our financial future on a normal day, add in a global pandemic and it can make things even more challenging. In this episode, Aurèle Courcelles, CPA, CMA, CFP, TEP, FP Canada™ Fellow explains that “it’s never too late to start” as he breaks down the importance of making a financial plan as well as provides steps you can take to get started today. This episode was recorded on November 26, 2020 via Skype.

For more resources, visit cpacanada.ca/finlitresources, fpcanada.ca, “Your Financial Toolkit” (Financial Consumer Agency of Canada)

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The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.