Goals
What program will I be attending?
Law school
Who will I consult to help with behavioural biases? (hint: not Chuck after school ends)
Advisor
What vehicle will I use for children's education
RESP
Where will I go on exchange?
Paris
No!
What vehicle will I use for retirement savings?
RRSP
30
What kind of investments will my advisor make?
Passive
How will I reduce taxes during retirement?
Pension Splitting
What will my charity focus on and where will it operate?
Education in Iraq!
How will I avoid loss aversion?
Using my IPS to determine when to start and end investments
What will I use for home purchases?
TFSA
How much inheritance will I leave?
Pumpkin pie or apple pie?
both
Will I invest in offshore funds?
No! I want to work in politics, not go to jail