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Tips and secrets smart Canadians know

Start Date:3/29/2023

Start Time:12:30 PM EST

Duration:60 minutes

Abstract:

Everything you need to know about banking, taxes and credit

This event will be available on-demand.
Captioning will be available two weeks after the event date.

Navigating around the Canadian banking system can be complicated. But with the right knowledge, Canadians can learn how to successfully manage their money in Canada.

You will learn about:
  • The Canadian banking system and why a bank account is required
  • The basics of credit and taxes and building credit history
  • How to file an income tax return
  • Understanding a pay cheque
  • Where to get support if needed
SPONSOR
This event is made possible by the generous support of Canada Life, our national development sponsor.
For questions, please email us.

This event is eligible for 1 CPD. CPD credits for financial literacy events are determined by the provincial bodies. Please contact your provincial body for eligibility.

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Speakers

Nancy Russell, CPA, CA, CIA, ICD.D

Senior Vice-President and Chief Internal Auditor

Great-West Lifeco Inc.

Amy Lin, CPA, CA

Associate Manager, Canada Life

Amy Lin is an Associate Manager with Canada Life’s Internal Audit team, delivering value added audit and advisory engagements to the company while primarily serving the company’s investments portfolio. Amy began her career at PwC Canada where she provided external audit and assurance services to large investment fund managers and REITs. Additionally, Amy was part of PwC’s Forensic Services practice, with a focus on assisting clients with investigations including employee fraud, procurement fraud, and litigation support.



CPA Canada partners with external virtual platform providers to deliver this program. By registering for this *program, you acknowledge your understanding that CPA Canada will share your personal information with those parties who require it to ensure your access. Personal information may include your name, company and email address and Store account number. Also note that you may be asked to create a profile on a third-party platform that we use to deliver the *program. To learn more about how CPA Canada collects, uses and discloses personal information, please refer to our privacy policy.
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Tips and secrets smart Canadians know
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