Canadian Financial Summit 2025

It’s that time of the year… the leaves are falling, pumpkin spice lattes are brewing, and for MDJ’s Kyle Prevost – it’s back to the Canadian Financial Summit.

**NEW** for 2025 is Canada’s original Wealth Barber (and part-time CBC Dragon) David Chilton is joining the Summit to talk about his upcoming launch of the completely rewritten edition of his bestselling original work!

With Kyle neck-deep in interview prep, email campaigns, and speaker outreach, I snagged a moment to refine this year’s summit preview for you.

Click here for free registration to the 2025 Canadian Financial Summit – taking place this week from October 22nd-25th!

For those who aren’t familiar, the Canadian Financial Summit is Canada’s largest personal finance and investing conference. It’s completely virtual, and the organizers make it super easy to check out the sessions. Just head to the homepage, register, and then open your email each day to get the link to that day’s sessions.

Simply click here to check out the 40+ Canadian experts who will be sharing the virtual stage along with notables such as David Chilton, Jason Heath, and Rob Carrick.

I’m proud to say that MDJ’s own Kyle Prevost is co-hosting the event alongside Canadian media personality Barry Choi – so I can speak firsthand to the quality of the product!

One thing I always appreciate about this Summit is that it is produced by Canadians – for Canadians.  Too much of the money-related content we see is American-based in nature – but you won’t have to translate any talk about 401Ks or American private health insurance at this event!

Here’s some of the highlights from this year’s Summit Sessions.

• David Chilton, Rob Carrick, Shannon Lee Simmons, Preet Banerjee, 10+ CFP presenters who have created thousands of personalized financial plans – there is no other speaker lineup in Canada that comes close to these credentials!
• Retirement Taxes Explained: Withholding, Clawbacks, and Other Surprises
• The Final Bill: What Aging Really Costs in Canada
• From Windfall to Wealth: How to Invest a Large Sum Safely
• Get the most money from your dividends vs salary strategy (small business owners)
• Getting the Most Out of Your RRSP (Before and After Retirement)
• Real-Life Retirement Budget Help
• Your Pension, Your Future: Smart Strategies for LIRA vs Lump Sum
• Fine-Tuning Retirement with a Defined Benefit Pension Plan
• How to efficiently transition your investment nest egg to a steady stream of retirement income
• Best Value Non-U.S. Snowbird Destinations for Canadians
• Will I Be OK in Retirement?
• Dividend vs Salary: The Small Business Owner’s Playbook
• Step-by-step retirement case study planning done in real time

Together, the roster of All Star Speakers have authored more than 100 personal finance books, hosted 3,000+ podcast episodes, written 30,000+ blog posts and newspaper columns, and have been featured in thousands of media articles and interviews from every news and financial publication in Canada.  

How to Check Out The Canadian Financial Summit

In order to “reserve your tickets” – and make sure that you will get your Summit Launch email – simply click here for the instant pass, sign up, and they’ll email them over right away.

When the Summit starts, you’ll be sent an email each day with the link to the sessions that go LIVE for the next 48 hours.

That’s it. There’s no paperwork. No need to put in payment information that you have to cancel later. No worries.

The Summit will kick off with a webinar on Wednesday, October 22nd and is absolutely free to view for 48hours.

All cards on the table: Kyle isn’t completely altruistic. He’s hoping that you find enough value in the Summit, that once you view the sessions for free, you’ll want to make sure you can watch them in the future, and access a ton of bonus content. 

If you think that 40+ sessions, plus getting your burning questions answered by Certified Financial Planners are worth it, then you’ll want to purchase the All Access Pass for $99. That price tag is for the Early Bird Promotion, and the price does go up once the Summit officially begins – so don’t delay.

How Do I Sign Up?

Just click here for the All Access Pass and sign up and we’ll get you squared away.

Cheers,

FT.

P.S. Kyle wanted me to pass along a big thanks to all of you who have shared this event with your friends and family since it started back in 2016. The Summit is now a trusted source of information by over 25,000 Canadians each year!

Thanks for helping get the word out on this unique opportunity to see so much professional, 100% Canadian, financial content – all in one place.