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Financial Planning in Canada: Client Strategy, Estate Planning & Your First TSX Investment
➡️ Get your FREE concise study guide and 20% OFF the full study guide with mock test to prepare your CSC Exam at Mtalks.ca!
Download your FREE CSC Study Guide: https://www.Mtalks.ca
Get the Full CSC Study Package: https://www.Mtalks.ca/study-package
Whether you're a new investor looking to buy your first TSX stock, a student preparing for the Canadian Securities Course (CSC) or the new 2026 CIRO exams, or simply someone who wants to secure their financial future, this episode is your definitive guide.
Financial professional Rachel Underwood joins us to demystify the entire financial planning process. We break down the exact six-step framework that top advisors use to build wealth for their retail clients, ensuring that every investment recommendation has suitability and aligns with a client's life goals.
Are you preparing for a career in finance? Don't miss this episode. And when you're ready to ace your exams, visit Mtalks.ca for the best study guides and mock exams for the Canadian Securities Exam and the upcoming CIRO curriculum.
(0:00) Introduction: Your Path to Acing the CSC & CIRO Exams
(1:45) The 6-Step Blueprint for a Perfect Financial Plan
(4:10) The "Know Your Client" (KYC) Rule Explained
(6:30) The Life-Cycle Hypothesis: Investing for Every Age
(9:15) The Critical Role of Cash in Your Portfolio (Emergency Fund & Dry Powder)
(11:00) Estate Planning 101: Wills, Executors, and Probate in Canada
(13:25) Avoiding Costly Mistakes: Joint Tenancy vs. Dying Intestate
(15:10) The 5 Ethical Values Every Canadian Investor Should Demand
You can listen to this episode on :
Apple Podcasts Link: https://podcasts.apple.com/ca/podcast/money-talks-your-guide-to-the-canadian-securities/id1828548549
Spotify Link: https://open.spotify.com/show/2FkGdY1vJxjnUeUzXEpVDI?si=7c8ffe74842342ba
YouTube:
Link: https://youtu.be/FZm-2dKcmBU?si=9CORewOvs_FV_NGY
Disclaimer: This podcast is for educational purposes only and should not be considered financial advice.
Episode Keywords/Tags: In your podcast host (e.g., Libsyn, Buzzsprout) and on YouTube, use a mix of broad and specific tags: Investing for Beginners, Canadian Securities Course, CIRO Exam Prep, Financial Planning Canada, Estate Planning Canada, How to Invest in TSX, Personal Finance Podcast, Wealth Management, Financial Advisor Ethics, Know Your Client Rule.
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By SAGA Education➡️ Get your FREE concise study guide and 20% OFF the full study guide with mock test to prepare your CSC Exam at Mtalks.ca!
Download your FREE CSC Study Guide: https://www.Mtalks.ca
Get the Full CSC Study Package: https://www.Mtalks.ca/study-package
Whether you're a new investor looking to buy your first TSX stock, a student preparing for the Canadian Securities Course (CSC) or the new 2026 CIRO exams, or simply someone who wants to secure their financial future, this episode is your definitive guide.
Financial professional Rachel Underwood joins us to demystify the entire financial planning process. We break down the exact six-step framework that top advisors use to build wealth for their retail clients, ensuring that every investment recommendation has suitability and aligns with a client's life goals.
Are you preparing for a career in finance? Don't miss this episode. And when you're ready to ace your exams, visit Mtalks.ca for the best study guides and mock exams for the Canadian Securities Exam and the upcoming CIRO curriculum.
(0:00) Introduction: Your Path to Acing the CSC & CIRO Exams
(1:45) The 6-Step Blueprint for a Perfect Financial Plan
(4:10) The "Know Your Client" (KYC) Rule Explained
(6:30) The Life-Cycle Hypothesis: Investing for Every Age
(9:15) The Critical Role of Cash in Your Portfolio (Emergency Fund & Dry Powder)
(11:00) Estate Planning 101: Wills, Executors, and Probate in Canada
(13:25) Avoiding Costly Mistakes: Joint Tenancy vs. Dying Intestate
(15:10) The 5 Ethical Values Every Canadian Investor Should Demand
You can listen to this episode on :
Apple Podcasts Link: https://podcasts.apple.com/ca/podcast/money-talks-your-guide-to-the-canadian-securities/id1828548549
Spotify Link: https://open.spotify.com/show/2FkGdY1vJxjnUeUzXEpVDI?si=7c8ffe74842342ba
YouTube:
Link: https://youtu.be/FZm-2dKcmBU?si=9CORewOvs_FV_NGY
Disclaimer: This podcast is for educational purposes only and should not be considered financial advice.
Episode Keywords/Tags: In your podcast host (e.g., Libsyn, Buzzsprout) and on YouTube, use a mix of broad and specific tags: Investing for Beginners, Canadian Securities Course, CIRO Exam Prep, Financial Planning Canada, Estate Planning Canada, How to Invest in TSX, Personal Finance Podcast, Wealth Management, Financial Advisor Ethics, Know Your Client Rule.