Financial Literacy

Financial Literacy

Financial literacy is the key to making better, focused, and smarter financial decisions, which will help you to achieve your long-term goals with confidence.

We invite you to explore our collection of videos and infographics designed to educate you and enhance your financial literacy in order to help you navigate today’s complex financial world.

These resources are tailored to help you grasp key concepts and apply them effectively, regardless of your current level of financial knowledge or your age.

Discover topics and answer your questions such as: What are the basics of investing? What are Private Equities? What is a registered account? How to budget, and investment strategies.

Please feel free to share our information with your friends and family.

 

Navigating Through Personal Finances This Financial Literacy Month

November 13, 2023, Elizabeth Naumovski, Vice President Marketing, Caldwell Securities Ltd., appeared on The News Forum with David Clement.

Building an Emergency Fund

Kickstart your savings journey! Explore this easy-to-follow guide on building an emergency fund.

Investment Apps & Budgeting 101

January 29, 2024, Rick Wood, CFP, CIM, Vice President Client & Advisor Success, Caldwell Securities Ltd., appeared on The News Forum with Julie Stautland.

Impulsive Holiday Shopping, "Quiet Spend" & Credit Card Statements

November 23, 2022, Elizabeth Naumovski, Vice President Marketing, Caldwell Securities Ltd., appeared on News Forum Daily with Nima Rajan.

Warnings Against Revenge Spending

July 7, 2021, Brendan Caldwell, Director, Caldwell Securities Ltd. appeared on News Forum Daily with Nima Rajan. When things eased up from the pandemic lockdowns, people were seen “revenge spending”. Brendan referenced Robert Kiyosaki’s book Rich Dad Poor Dad, where he discussed themes people can use from the book to help when faced with a spend vs. save decision.

Understanding Capital Gains Inclusion for Canadian Investors

Understanding how capital gains are taxed can impact your financial planning. Check out this infographic to learn more about the capital gains inclusion rate.

Basics of Investing

Investing can be broken down into a series of basic principles and fundamentals. It all begins with setting money aside so it can start working for you and taking advantage of the most important variable - time. Watch to learn more about stocks and bonds.

The Value of Advice

A financial advisor is more than someone who manages your investments; they are a partner in building a plan to help you achieve your financial goals. This short video shows a few of the ways working with an advisor can increase your chances of financial success.

The Investing Relationship

August 11, 2021, Brendan Caldwell, Director, Caldwell Securities Ltd., appeared on News Forum Daily with Nima Rajan

The Importance of Planning

Do you have a financial plan? This video covers the importance of financial planning and how it can help you achieve your goals.

Investing Apps VS Investment Advisors

July 28, 2021, Thomas Caldwell, Chairman & CEO, Caldwell Securities Ltd. appeared on News Forum Daily with Nima Rajan. Some may prefer the convenience of an investment app, but those who are looking for true growth in their portfolios may want a professional’s insight. Our Chairman discusses the pros and cons between using an investment app and speaking with an investment professional.

Unpacking Big Investing Questions that Canadians Face Everyday

August 19, 2024, Brendan Caldwell, Director, Caldwell Securities Ltd., appeared on The News Forum with Julie Stautland.

Private Equities – Simplified for the Everyday Investor

February 3, 2022, Brendan Caldwell, Director, Caldwell Securities Ltd., appeared on News Forum Daily with Nima Rajan

Stock Market Volatility Makes Investors Uncomfortable - Is Cashing Out the Answer?

October 6, 2022, Brendan Caldwell, Director, Caldwell Securities Ltd., appeared on The News Forum with Nima Rajan.

What are MEME stocks?

June 9, 2021, Brendan Caldwell, Director, Caldwell Securities Ltd. appeared on News Forum Daily with Nima Rajan discussing MEME stocks. They have opened the door to new investing options and changed the face of traditional dynamics in the stock market. What are MEME stocks? Are investors suffering from FOMO, or the fear of missing out? – what is causing this trend?

What is T+1? and What Does it Mean for Investors?

May 13, 2024, Brendan Caldwell, Director, Caldwell Securities Ltd., appeared on The News Forum with Theresa Skubic.

What Is an ETF?

ETFs are a low-cost investment vehicle that is growing in popularity among investors. Many people compare ETFs to mutual funds as it’s another way to purchase multiple stocks at one time. However, there are some key differences that make ETFs unique. This video helps explain what an ETF is.

What Is a Mutual Fund?

Mutual funds are a very popular investment vehicle that people use to diversify their portfolios and benefit from professional investment management. It’s important to understand the basics of what they are. This short video gives you an overview.

In-Trust for Accounts

Have you heard of in-trust accounts? These specialized investment accounts can offer tax benefits and help parents save and invest for their children's future. Learn more with this infographic.

Retirement Planning at Every Career Stage

No matter where you are in your career, it's never too early or too late to start planning for retirement. Here is what you should keep in mind at each stage.

Importance of Planning

Do you have a financial plan? This video covers the importance of financial planning and how it can help you achieve your goals.

An Alphabet Soup of Saving Plans: TFSAs, FHSAs and RRSPs

December 4, 2023, Brendan Caldwell, Director, Caldwell Securities Ltd., appeared on The News Forum with Julie Stautland.

Using an RRSP to Your Advantage

February 26, 2024, Brendan Caldwell, Director, Caldwell Securities Ltd., appeared on The News Forum with Julie Stautland.

RRSPs and TFSAs

Both RRSPs and TFSAs allow your money to grow tax-free. The common question is: “Which one should I contribute to first?” The answer is: "It depends!" The attached video will explain why and help you answer this question.

Understanding Inflation

What causes inflation? This video explains two of the most commonly discussed factors

Understanding Financial Advisor Fees

How do financial advisors get paid? Here is a comparison of fee-only, fee-based, and embedded fees.

Preventing Financial Fraud

It’s important to know what frauds and scams look like to avoid falling victim to them. Are you safe from financial fraud and scams? This infographic shows you what to look out for.

Teaching Your Teen About Credit

Whether your child is entering their teenage years or preparing to step out into the world, it’s never too early or too late to start the conversation around credit! This infographic provides some simple steps.

Protecting Yourself From Phishing Scams

Phishing scams are on the rise. Watch this video for essential tips to recognize and avoid these scams, helping you protect your personal and financial information.

Basics of Investing for Millennial and Gen Z Investors

August 26, 2024, Brendan Caldwell, Director, Caldwell Securities Ltd., appeared on The News Forum with Theresa Skubic

Smart Moves for Young Investors in an Evolving Financial World

June 9, 2022, Brendan Caldwell, Director, Caldwell Securities Ltd., appeared on News Forum Daily with Nima Rajan.

Investing for Millennial and Gen Z Investors

June 30, 2022, Brendan Caldwell, Director, Caldwell Securities Ltd., appeared on News Forum Daily with Nima Rajan. We asked 21 year olds what they want to know about investing for their future.

Investing and Uncertainty

July 7, 2022, Brendan Caldwell, Director, Caldwell Securities Ltd., appeared on News Forum Daily with Nima Rajan. We asked 21 year olds what they want to know about investing for their future.

FinFluencers and Social Trading

August 18, 2022, Brendan Caldwell, Director, Caldwell Securities Ltd., appeared on News Forum Daily with Nima Rajan.