Jaime OlarteJaime OlarteI come to your room, at no cost, and explain how retirement and education savings actually work in Canada. Ninety minutes, selling nothing.
Chambers of commerce, trade associations, non-profits and churches in Ontario. Any group that gathers people who work and save here.
Twelve people is enough. There is no minimum worth inventing: a small room that listens is worth more than a full hall looking at its phones.
What the government actually pays, when it pays it, and what it leaves for you to cover. RRSP and TFSA are two accounts, not a plan — the talk is about the order the decisions go in.
The grant the government deposits, what it costs to claim it late, and why a year not contributed is a year that does not come back. With the numbers, on the board.
Because the room is the audience. A room that has already heard me is where my practice comes from, and that is worth enough to me not to charge the organization.
I say it at the start of the talk too. Nobody sits through ninety minutes of a sales pitch they were told was education.
Sixty of talk, thirty of questions. The questions are the part people remember.
Anywhere in the Greater Toronto Area. Further out, by video.
Whichever your room speaks. Not both at once — that loses everybody.
No product names and no forms handed round. Whoever wants to keep talking asks me afterwards.
Four details. I answer, not an autoresponder.
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