Unlock financial freedom with practical, data-driven strategies and powerful analysis tools. Discover your ideal path beyond conventional wisdom.
Ready to take control of your financial future? Join best-selling author and experienced accountant David Trahair in "A Six Point Plan for Financial Freedom 2025." This course cuts through the noise to offer a clear, actionable framework.
Learn how to analyze your finances like a business and build confidence in your investment strategy, whether you use an advisor or not. David, who doesn't sell financial products, provides an independent perspective grounded in practical analysis.
The course delves into the critical six points of the plan:
Gain valuable knowledge on investment options, compare RRSPs, TFSAs, and taxable accounts, understand who insures your investments (CDIC, CIPF, etc.), and utilize powerful, free Excel spreadsheets for analyzing stock market returns, RRSP contributions, and retirement funding projections (Money Maximizer).
Develop the skills and access the tools needed to make informed decisions and work towards your financial freedom.
Writer, Trainer, On-demand Course Developer and Acclaimed Author
David Trahair, CPA, CA, is an author, trainer, and eLearning developer who creates on-demand video courses for CPAs across Canada. His courses cover topics including personal finance, ethics, AI, and Microsoft Excel. David is also the author of six personal finance books, three of which are national bestsellers. Through his firm, he helps CPAs build practical skills through engaging, self-paced learning.
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.
