Ensure that all the areas of your finances are working to help you grow and protect your wealth.
During this course, we will address all the key areas you need to have in place in order to have a sound grasp of your financial well-being.
Do you know how much you spend monthly? Do you know what type of insurance you have in place and why? Do you have an emergency fund? Why is that important? Do you have money goals? Do you understand how and why your money is invested in the way it is? Do you have an estate plan in place?
As a seasoned Personal Finance Expert, Anna Knight, we walk you through a series of such questions to have you reflect on the areas of your financial affairs that you have to revisit or address. Only when all the pieces of your financial life are brought together, can you achieve peace of mind, knowing that you and your family are enjoying daily life, being protected from unforeseen events, and are paddling towards your short, mid-range and long term money goals.
This is a hands-on learning course, and it is presented with a follow-along questionnaire that you can turn into your action plan.
Remember, knowledge alone does not guarantee results, you need to put action behind what you learn.
Speaker â– Coach â– Writer â– Business Owner â– Financial Planner â– Creator of Prosperity Retreats
Anna Knight is the Founder, Severance and Pension Specialist and Certified Financial Planner at Simplicity Financial (www.simplicityfinancial.ca).  She started Simplicity Financial with over 20 years of industry experience to empower Canadians to take charge of and have pride in their finances. She is a trusted source of financial advice to her clients and key associates and strives to be the same for the community at large.  To learn more, please visit www.simplicityfinancial.ca   To elevate her impact and reach, Anna delivers her money management and wealth-building courses to corporations and a number of organizations online through her carefully curated courses. She also shared her valuable and time-tested wealth-building strategies in her latest book "The Million Dollar Difference" and collaborated with her colleague to create a 30-day financial healing journal, "My Financial Wellness Journal." In her well-established private practice, Anna offers fee-for-service financial planning guidance or gets retained by her clients to manage their financial affairs.  ​To implement the simple yet powerful financial plan, Anna has partnered with some industry leaders. ​To provide investment management advice, Anna is a Financial Advisor with Desjardins Financial Independent Network. If her plans call for alterations or adding new life insurance solutions, Anna works as an Insurance Broker with Desjardins Financial Independent Network.  ​Before setting up her own independent practice, Anna worked for ICM, another independent MFDA dealer for several years, and Royal Bank of Canada, National Bank and Manulife Financial before that. She has not only extensive education in her field but also years of hands-on experience. ​As a wellness and fitness enthusiast, world explorer and dancer and mom, Anna ensures to keep on creating a work-life balance and encourages her clients to do the same.Â
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
