Hi I'm Dan! I'm an Ivey grad and I am going to be rich!
Ivey Business School
Dan travels to Vancouver to move in with his parents and find a job.
To Do's •Apply for jobs
Dan is tired of cover letters...decides to take a siesta.
Cover letters
After countless interviews, Dan receives a formal job offer to work as an urban planning consultant!
AHHHHHHH! What a horrible nightmare!
To Do's •Apply for jobs
Cover letters
Dan relaxes, realizing that the second toothbrush is his mother's.
Dan, it would be a pleasure to have you on our team. You're hired!
Dan meets an advisor to craft his financial plan. They plan his objectives and identify his risk tolerance. He also learns what insurance to buy in the future.
Mutual Funds
Seg Funds
Insurance
Dan, I have some great technology stocks for you.
Maybe later. Global warming is a long-term, tidal force and as a result I'm interested in clean tech and infrastructure.
One day, as Dan's wife is driving home from work, the unthinkable happens.
I'm sorry sir. She's gone
Dan's wife did not have life insurance; he was on the hook for an elaborate cave funeral and the burden of raising a young family alone.
RIP
Dan is forced to liquidate investments. SnapChat still hasn't made a dime and Dan sells at an all-time low, but is still liable for the taxes he deferred in his RSP.
Who you looking at #*@?! By the way, you sucked in Casper
...50 years later
Thanks for letting me stay with you, pumpkin. Can you pick me up some Depends from Wal-Mart?
Dan has just retired. He married his financial advisor, and they never divorced. They saved enough money to survive without assistance from their kids. Their kids will inherit a lucrative trust which includes insurance proceeds and their two homes.