Learn more about the academic programs we are delivering in Summer 2024. If you have any questions about part-time studies, please contact us.
Retirement planning is not a one size fits all exercise, but most Canadians do very little personal planning at all to ensure they are ready. This course helps quantify the considerations of retirement and how to prepare for them early on, a few years before, and even during retirement. It will provide insights on how to build a proper retirement portfolio, prepare a budget and cash flow projections, identify and quantify sources of government income such as CPP, OAS and GIS. It will also discuss the Canadian personal tax system and items to consider for enjoying a more prosperous retirement. People are generally aware that they need to prepare for retirement but are unsure where and how to start. This course will demystify retirement planning and clarify your road map.
Those interested in expanding their knowledge and understanding of investing strategies are encourage to learn more about our Personal Investing courses.
Students should have strong English language skills. Familiarity with fundamental accounting principles and completion of Grade 12 English and Mathematics are strongly recommended.
Part-time Studies courses are being offered in either of the following four formats: Online, Flexible, In-person, Hybrid. Click Availability below to see current offerings.
Retirement planning is not a one size fits all exercise, but most Canadians do very little personal planning at all to ensure they are ready. This course helps quantify the considerations of retirement and how to prepare for them early on, a few years before, and even during retirement. People are generally aware that they need to prepare for retirement but are unsure where and how to start. This course will demystify retirement planning and clarify your road map.
All materials presented in the course are solely for educational and instructional purposes. None of the materials presented constitutes investment advice or investment recommendations. All students should seek the advice of a registered investment professional or conduct their own due diligence when evaluating investment opportunities they are considering.
The instructor has no affiliation with any firm(s) that may be mentioned during the course. The instructor does not receive any referral fees or compensation from any of the products or services that may be mentioned during the course.
A combination of teaching methods such as lectures, small group work and case studies.
Lisa Ballantyne
Academic Program Manager
lisa.ballantyne@senecapolytechnic.ca
437-312-0065
For more information about this program, fill out the following form.