Eric Petersen ~ Financial Education

A wise man is strong; yea, a man of knowledge increaseth strength.

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What are your objectives?

  • Solutions for Personal and Business Life
  • Income Protection
  • Health and Dental Benefits
  • Life Insurance Strategies
  • Estate Planning
  • Wealth Management Strategies
  • Retirement Planning
  • Tax-favoured Strategies
  • Alternative Investments
  • Non-RRSP Tax Shelters
  • Insured Investments
  • RRSP, RESP, TFSA and Pension Investments
  • Land and Real Estate Developments
  • Employee Retention
  • Corporate Exit Strategies
  • Succession Planning
  • Strategic Planning and Employee Culture
  • Key Person Incentive and Bonus Programs

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Home ~ Financial Education

Proverbs 24:5 - "A wise man is strong; yea, a man of knowledge increaseth strength". The wise have summarized this timeless truth in the phrase "Knowledge is Power".

These short lessons can give you an increased understanding of some basic and advanced financial principles. Above all, my goal is to educate and empower good people to reach their goals. The more you learn, the better off you will become.

Some of these principles apply to very specific situations. What works for one person doesn't necessarily work for another. Contact me if you have any questions regarding the principles you can learn about here and how they may apply to your situation.

Other education to be added soon include:

  1. Insured Investments - Segregated Funds, Principle Guarantees, Maturity Guarantee Resets, Creditor Protection
  2. How Insurance Works - Why Universal Life, Whole Life or Term Insurance?
  3. Personal Tax Brackets
  4. Tax Credits/Tax Deductions
  5. Charitable Giving and Your Taxes
  6. Tax Sheltered vs. Non Tax Sheltered Investments
  7. Non-RRSP Tax Sheltered Investments 
  8. The good and the bad - RRSP's vs. Non RRSP
  9. The Cost of Consumer Debt
  10. Guaranteed/Insured Investments
  11. How many times are you going to pay for your house? 
  12. Dollar Cost Averaging
  13. Value Investing - Surviving the markets