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Financial Literacy For Newcomers To Canada

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Manage episode 278919361 series 1233602
Content provided by Gulf & Fraser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gulf & Fraser or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Are you new to Canada and wondering how the banking system works? Do you know that you can receive government grants for your children’s education? Host Katy Lepine talks with Raman Takhar, an Investment Specialist with G&F, and our partner, Credential Asset Management Inc. In this episode, you’ll discover, 1: Differences between a bank and a credit union. 2: How to decide what type of bank account to open first. 3: The benefits of savings accounts that are registered with the Canadian government. 4: Your options to get started investing your money. 5: How a financial planner or investment specialist can help you. 6: Mutual funds are offered through Credential Asset Management Inc.


*Mutual funds and other securities are offered through Credential Securities. Online brokerage services are offered through Qtrade Investor. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Those companies are members of Aviso Wealth Inc.


Our mission

​We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures.​​​ Learn more about G & F Financial Group.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

26 episodes

Artwork
iconShare
 
Manage episode 278919361 series 1233602
Content provided by Gulf & Fraser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gulf & Fraser or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Are you new to Canada and wondering how the banking system works? Do you know that you can receive government grants for your children’s education? Host Katy Lepine talks with Raman Takhar, an Investment Specialist with G&F, and our partner, Credential Asset Management Inc. In this episode, you’ll discover, 1: Differences between a bank and a credit union. 2: How to decide what type of bank account to open first. 3: The benefits of savings accounts that are registered with the Canadian government. 4: Your options to get started investing your money. 5: How a financial planner or investment specialist can help you. 6: Mutual funds are offered through Credential Asset Management Inc.


*Mutual funds and other securities are offered through Credential Securities. Online brokerage services are offered through Qtrade Investor. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Those companies are members of Aviso Wealth Inc.


Our mission

​We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures.​​​ Learn more about G & F Financial Group.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

26 episodes

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