1st lesson free
Jay's profile and their contact details have been verified by our experts
Jay
- Rate $75
- Response 24h
-
Students6
Number of students Jay has accompanied since arriving at Superprof
Number of students Jay has accompanied since arriving at Superprof
$75/hr
Contact
1st lesson free
- Finance
- Financial management
- Logistics
Business graduate teaches financial literacy, personal finance, money coaching and financial management to all ages and levels in Toronto and globally.
- Finance
- Financial management
- Logistics
Lesson location
About Jay
A little bit about me:
- My educational background: Master’s of Business Administration (MBA), Bachelor of Arts - Economics, Diploma in Accounting, Canadian Securities Course (CSC), Level III Candidate for the Chartered Financial Analyst (CFA) Program
- My professional working background: 10+ years working in finance in the Canadian financial services industry
- Stock market investor for 25+ years
- Achieved financial independence
- Very passionate about passing on my financial literacy and personal financial knowledge to those that seek it!
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About the lesson
- Primary
- High School
- NCEA Level 1
- +2
levels :
Primary
High School
NCEA Level 1
Adult education
Masters
- English
All languages in which the lesson is available :
English
I provide financial literacy, money coaching, personal finance and financial management tutoring services to people that want to TAKE CONTROL OF THEIR PERSONAL FINANCES! As someone who has achieved financial independence, I seek to pass on my personal financial knowledge and everything (good and bad!) I have learned over my 20-year financial independence journey, to those that seek it and want to reach their own personal financial goals!
A little bit about me:
- Myself and my family (including my wife and 2 young kids) reached financial independence in 20 years
- My educational background: Bachelor of Arts - Economics, Diploma in Accounting, Master’s of Business Administration (MBA), Canadian Securities Course (CSC), Level III Candidate for the Chartered Financial Analyst (CFA) Program
- My professional working background: 10+ years working in finance in the Canadian financial services industry
- Stock market investor for 25+ years
- Very passionate about passing on my personal financial knowledge to those that seek it!
My money coaching and personal finance tutoring services are unbiased, straight-forward, easy to understand and relatively simple and quick to implement/execute. I am willing to address any of your specific financial situations and look to offer coaching and tutoring that will help you meet your financial goals! For all ages and levels, some of the money coaching and personal finance tutoring services offered relate to the following:
- Financial literacy
- Personal finance
- Household expense planning and budgeting
- Household expense minimization and automation
- Saving and spending management
- Debt management (including personal debt, mortgage debt, auto loans)
- Financial planning
- Financial management
- Saving for retirement
- Stock market investing (exchange-traded funds (ETFs), investment asset allocation (equities/fixed income/cash), asset management fee expense minimization)
- Bank accounts, investment accounts, insurance (life, health, home, auto, other), other financial products
- Financial independence goals
- The psychology of money
-JMT
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Rates
Rate
- $75
Pack prices
- 5h: $373
- 10h: $745
online
- $75/h
free lessons
The first lesson with Jay will allow you to get to know each other and discuss your needs for future lessons.
- 1hr
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