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College of Extended Learning

Wealth Management

Photo: Paper with a graph on it and a magnifying glass

CCOM 8038

Feeling lost when it comes to your personal finances? Looking for a game plan?

Financial Consultant Anastasia Mikalutskaya takes the mystery out of financial planning, explaining the basic concepts in wealth management and introducing you to the various investment, retirement and insurance solutions at your disposal.

You’ll learn about market volatility and gain an understanding of the taxation system and effective tax planning. Finally, she will address how different life stages affect your financial planning needs. By the end of the course, you’ll feel confident designing your own personal financial plan. “A goal without a plan is just a wish.” - Antoine de Saint-Exupéry

Course outline

  • Week 1 – Basics of Financial Planning
  • Week 2 – Goal setting, Cash Flow, Investments
  • Week 3 –Investments (cont.), Taxation
  • Week 4 – How to Maximize Government Plans, RRSP, TFSA, RESP, Pension Plans, Group RRSP
  • Week 5 – Debt, Estate Planning
  • Week 6 – Protecting Your Nest Egg

Course details

Dates: Wednesdays, March 11 - April 15, 2020 (6 weeks)
Time: 6 p.m. - 8 p.m.
Location: UNB Fredericton campus (campus map)
10 MacKay Drive, Marshall d'Avary Hall, Room 235
Course fee: $135 (+ HST)
Instructor: Anastasia Mikalutskaya

Register now!

About the instructor

Anastasia Mikalutskaya has more then 10 years of experience in financial services industry. A graduate with B. Comm. and B.A., RFRA Registered Financial and Retirement Advisor with Diploma in Financial Planning and more. Currently working as Sr. Financial Advisor at Kings Place Scotiabank creating a highly personalized financial plans that encompasses clients complete financial situation.

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Phone: 506 453-4646 (toll free: 1-866-599-4646)
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