SIMPLE, AWESOME & FUNNY FINANCIAL EDUCATION

FOR FAMILIES

FOR FAMILIES

Family is the most important thing in the world. But money and financial security has definitely got to be in your Top 5. Educating yourself, and your family, about money management will ensure a secure future for your loved ones.

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FOR STUDENTS

FOR STUDENTS

For decades, the government and organizations have been talking about increased financial literacy for students. Well they need talk no more, the solution is finally here - an animated video education program that is extremely easy to understand.

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FOR COMPANIES

FOR COMPANIES

Employees and human capital are a companies greatest asset. Financially healthy employees are stable employees. Managers may not always show it but they care deeply about their employees/ friends/colleagues and their overall well-being.

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When it comes to Finances, it is 100% better to understand it yourself!
Get this knowledge now to become more self confident, empowered & wealthier in your daily life.

OUR PROGRAM IS

  • Over 6 hours of Education that is actually funny !!
  • 5 chapters and 40 easy to understand sub-chapters
  • Each sub-chapter is a “5 - 13 minute” video segment for any age group
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THE PROGRAM SHOWS YOU HOW TO SYSTEMATICALLY BUILD WEALTH

Retire 4x richer

Retire 4x richer By investing

Children graduate

Children graduate university debt-free

Build your down

Build your down Payment faster

Buy lots more stuff

Buy lots more stuff

Decrease your

Decrease your Tax payments

You will be amazed how simple the video is for such complicated information & how quickly you learn

THE 5 MAIN CHAPTERS ARE AS FOLLOWS:

This is where you learn the nuts & bolts of “INVESTING” and lay a strong foundation for future topics; with lessons like Compound, Interest, Stocks, Bonds & GICS. Chapter 1 is our free demo chapter!!

WHAT YOU LEARN

  • What is Compound interest?
  • How does it help in retirement?
  • What is the benefit of saving early?
  • What is the rule of 72?
  • What is a Stock?
  • What is a Bond?
  • What is a GIC?
  • How do Stock market cycles work?
  • Stocks vs. Bonds?
INVESTING FUNDAMENTALS
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Once you cover the fundamentals, you can learn about the most popular investment vehicle “THE MUTUAL FUND”. Here we talk not only about Mutual Funds, but Risk Profile, Risk Tolerance & Rebalancing

WHAT YOU LEARN

  • What is a Mutual fund ?
  • Types of Mutual funds ?
  • How to choose Mutual funds ?
  • What is your risk profile & tolerance ?
  • Why do you need to rebalance your portfolio ?
MUTUAL FUNDS

You learn math in school, but you don’t learn taxes. And taxes will be there, unfortunately, for the rest of your life. Learn lessons like Federal & Provincial Taxes, your Marginal Tax Rate, Capital Gains Tax, Dividend Income Tax and Interest Income Tax

WHAT YOU LEARN

  • How do Federal taxes work ?
  • What is your Provincial tax rate ?
  • What is your Marginal tax rate ?
  • How does Capital gains tax work ?
  • What is your Dividend income tax rate ?
  • How does Interest income tax work ?
  • How are Foreign dividends taxed ?
  • How to avoid US withholding tax ?
  • A comparison of investment taxes ?
TAXATION

Retirement plans are confusing, but once you watch this chapter, you will finally understand them. In addition learn how to get matching grants from the government using either the RESP or RDSP. This chapter is critical for those seeking higher education, the disabled and for retirement. We’ve used a few samples from this chapter in our Advanced concepts.

WHAT YOU LEARN

  • What is a RRSP?
  • How does the Homebuyer plan work ?
  • How does the tax refund work?
  • What is the Lifelong learning plan ?
  • What is Withholding tax
  • What is a RRIF ?
  • How do TFSAs work ?
  • RRSPs v.S. TFSAs ?
  • How do RESPs work ?
  • What are Candada education savings grants ?
  • How do RDSPs work ?
  • What are Canada disability savings grants ?
TAX SHELTERED VEHICLES
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Finally we move onto Life Insurance - a necessity for every family to protect their dependents.

WHAT YOU LEARN

  • What is life insurance ?
  • How much life insurance is needed ?
  • What is the x-curve of wealth ?
  • How does term insurance work ?
  • What is a life insurance exclusion
  • How does renewable term insurance work ?
  • What is convertible term insurance ?
  • What are life insurance riders ?
  • What is the Assuris guarantee ?
  • How does Universal life insurance work ?
  • What is Whole life insurance ?
LIFE INSURANCE
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After sections of the program we use questionnaires to test your knowledge

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When you complete this program

You will understand how to invest & avoid many of the pitfalls investors make

Gain both the strength and interest to start investing and avoid any financial fraud or scams

This is not a “get rich quick scheme” or in other words a “get broke quick scheme”

It is a systematic & thorough understanding of personal finance

It is Valista Education

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THE VALISTA ADVANTAGE

THE VALISTA ADVANTAGE

Than existing financial literacy material
and this is why Valista is so much easier to understand

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And at Valista we have the passion for creating content & we happen to be really good at it!!!

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We could spend "days", "weeks", "months" – finding a creative video explanation for you & we love doing this !!!

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We do not sell financial products or planning. Rather, our core competency is rather making you understand something complex very quickly

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Unique & simple presentation style videos

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Which have an excellent flow of information making the videos very easy to understand

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We have added humour to keep you entertained & engaged

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And using a story, with characters is a no!!!

This would make the videos too long & boring and not suitable for very complicated topics like these that involve many moving pieces

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Instead we narrate complex information quickly using line humour & relevant images to keep you interested

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And take you over our proven path from the simplest concept to the most complicated ones

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We keep your mind stimulated by keeping the content fresh.
We consistently use new images – both cartoon and real images of people

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And let's be real, ok! Personal finance can be boring….
But we've made it interesting and leave you wanting more

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Which helps you to better your finances & your life

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And what do you call that? We call it the miracle of Valista Education

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Demo one of our simple or advanced topics
And tell us what you think!!!

TESTIMONIALS

APPLICATION : You will actually feel confident enough to use this knowledge to invest & better your life

TRANSPARENCY : You want completely unbiased information, when it comes to your money.

 

AFFILIATIONS

StartGBC is proud to have worked with Valista Education as they have continued to advance on their journey as a start-up company. Through this collaborative journey, we have seen continuous progress, maturity in management style and the implementation of sound entrepreneurial skillsets.

Their product is of great value to those seeking to advance their financial literacy in understanding Compound interest, Stocks, Bonds, Guaranteed Investment Certificates, Stock market cycles and Mutual funds. There are many youth and adults, who do not properly grasp these fundamental but complex concepts critical to money management and the importance of the economic security of making wealth grow.

We held a session for them to provide constructive feedback on the product and its delivery. The content viewed, engaged the audience completely for an hour and a half, was very well structured and communicated the concepts in a way that makes it comprehensible to the average person and creates a desire to learn more. The participant feedback was positive, and all indicated their desire to experience the other course modules.

StartGBC is therefore happy to recommend Valista Education as a provider of quality workshops in this complex but important financial subject matter.

~ Start GBC Manager, Neal Lilliot.

WE HAVE WORKED WITH

TORONTO DISTRICT
SCHOOL BOARD

We Teach:

  • Investing 101 for Millennials
  • Investment Planning
  • Online Investing for Seniors

Student Participant:

I definitely found the speech was beneficial to us, especially as young students, to be able to invest our money for future benefits and understand the total growth of our money over time.

I definitely feel like everyone should learn and have basic knowledge of financial literacy and it should be incorporated into our syllabus. All students, not just business students need to learn about financial literacy.

Because money is definitely important.

I look forward to saving & investing!

CHAGUANAS
NORTH SECONDARY
HIGH SCHOOL

Teacher:

Head of the Business Studies Department

The class was excellent, concerning Saving and Investing. The students have all expressed interest in Saving, with the little that they have.

They are willing but they need guidance. We aim to raise financing for them to invest and this has opened their eyes to the world of business & finance.

The lecture presented was excellent, well prepared and we really had a wonderful session.

The students who attended told all the other students about this lecture and in future we will incorporate all the students. We look forward to future sessions with you all.

Owner

Excellent presentations to my staff on the importance of Investing.

Very interesting and fun presentations!

~ Kesh Chatoor

Human Resources Officer

"Many thanks to Valista Education for putting together a very informative and engaging presentation. We appreciated the guidance that was provided to assist us, when considering making any financial decisions.

The session was not about which institute to invest in, given the approach was unbiased."

~ National Gas Company