Finance 2.0
Finance 2.0
Invest in an evening with Filling the Gap to educate yourself on tactical financial advice that's beyond the basics. Yes, we all know we should be saving money for retirement and beyond, but this event aims to address themes relevant to Millennial women. Whether you're in a 9-to-5, curious about investing, looking to buy or already own real estate, launching a start-up, or all of the above! Learn all about how to manage credit, real estate investment, and how to manage and grow your wealth with experts from Wealthsimple, Sun Life, RBC, Blue Elephant Realty and more!
November 5, 2019
6:30-9:30
Wealthsimple: 860 Richmond St. W
3rd Floor
The closest Green P is at 81-95 Stanley Terrace, just east of Wealthsimple. Our office is about a two-minute walk from the parking lot.
Agenda:
6:00-6:30 Doors Open & Registration
6:30-6:45 Opening Remarks
6:45-7:15 Keynote Presentation
7:30-8:15 Workshop #1
8:30-9:15 Workshop #2
9:15-9:45 Networking
Speakers
Keynote Speaker:
Chantal McNeily
Chantal McNeily is passionate about closing the gender achievement gap and gender investing gap for women. She has set a personal mission to revolutionize women’s relationship with, and opinion of financial services industry. As part of her relentless work to achieve this mission, she was nominated by Wealth Professional Magazine for the 2018 Mackenzie Investments Woman Innovator of the Year Award. She serves on the Board of Directors for BrightWomen, a global internal initiative for Sun Life with the ambition to make Sun Life one of the best places for women to work, thrive and grow.
Chantal brings over fourteen years of experience to the financial services industry. She graduated from the University of Western Ontario with a double major in Administrative and Commercial Studies and Economics and has completed the Canadian Securities Course and the FINRA Series 7, 6, 63, Life Insurance and Variable Products licensing exams in the United States.
Workshops:
Understanding Your Credit Score
with Jessica Lockyer
The workshop: This workshop will focus on understanding your personal and business credit score, and how improving those scores can strengthen your financial health. Topics will include how to read your business or personal credit report and the factors that most affect your credit score.
The facilitator: Jessica Lockyer is currently Head of Operations at Lending Loop. Lending Loop is Canada’s first Peer-to-Peer Lending Platform focused on small businesses with a network of 10,000+ active lenders that have lent more than $51 million to Canadian small businesses to date. Prior to joining Lending Loop, Jess worked in Personal Lending and Advice at TD Canada Trust.
Spending vs. Saving: Striking the Right Balance
with Alison Forster
The workshop: In our social media filled world, it's easy to get wrapped up in the #yolo mindset. From fabulous vacations to post-work cocktails, you may find you aren't saving as much as you would like. In this workshop, I break down how to approach a balance between spending and saving. And why savings are more impactful the earlier you start. We will have a quick refresher on RRSPs, TFSAs and how they can be used. Then move into budgeting and how to tailor one for your unique lifestyle and financial goals.
The facilitator: Alison is a Senior Financial Planner at Wellington-Altus Private Wealth. With her passion for personal finance, she enjoys working directly with clients and guiding them through the financial planning process. Alison has been in the financial services industry for over 6 years and has gained experience working at both small and large firms. She brings her expertise in financial, retirement and estate planning to her clients. Alison has attained her Certified Financial Planner (CFP®) and Trust & Estate Practitioner (TEP) designations. Alison enjoys playing squash, cooking and spending time with family and friends.
Closing the Investing Gap
with Wealthsimple
The workshop: Closing the Investing Gap: You've heard about the wage gap, unpaid labour gap and even the pink tax. But have you ever heard about the investing gap? It's a thing, let's discuss exactly what we can do about it. Join us to learn about this challenge and how to overcome it by understanding investor behaviour and life's financial milestones.
The facilitators: Scheherazade Hasan, Simone Saeedi and Zoe Wolpert are investment professionals at Wealthsimple, Canada's leading online investment management service that combines powerful technology with human advice to make smart investing available to everyone. Believing that education is key, we hosts regular workshops focusing on personal finance to encourage better savings and investing habits, and overall share the knowledge!
Mortgages & Refinances: What Are They and Why Do They Matter?
with Stephanie Yates
The workshop: Stephanie will walk you through what a mortgage is and how it can be used to help you build wealth. Learn all about how to maximize the potential of mortgages and how to effectively leverage a refinance.
The facilitator: Stephanie Yates has been a Mortgage Agent for nearly a decade and have made a career of turning “no” into “yes”. As someone who has bought, sold, and invested in real estate countless times, her perspective is of a professional and personal disposition. She has a strong passion for creating wealth through real estate and helping others do the same.
Building Wealth Starts at Home: Navigating the World of First Time Home Buying
with Brooke Marion
The workshop: For most of us the purchase of a home will be the most significant investment we make in our lifetime. Understanding the current state of the market, overall benefits of owning property vs renting and the various resources available to leverage as a first time home buyer is integral to making an informed and sound investment. It is critical that a potential purchaser fully understands the buying process from start to finish including steps to take prior to purchasing, all costs associated with buying and ongoing maintenance, the search and offer process and finally closing the transaction. By making a well educated and informed investment your home can provide an excellent foundation for building a solid financial future.
The facilitator: After studying psychology at McMaster and Concordia universities, Brooke returned to Toronto and immediately immersed herself in real estate, buying her first property while still a student. She has a firsthand understanding of how the market can be leveraged, a skill she honed through her own personal experience buying and selling a number of principle and investment residences. With a keen eye for up-and-coming developments, Brooke has a particular interest in boutique and infill modern town home projects. Her clients tout her expertise in investor relations, operations and immaculate customer service, with unparalleled focus, patience and attention to detail. Her track record has been built upon her personal credo of never looking to buy for a quick flip. “Purchase with the intent and ability to hold long term, and you can never go wrong”, she adds. Brooke is very passionate about animals and in her free time volunteers regularly with the Not for Profit dog rescue Redemption Paws. She lives in downtown Toronto with her husband, three rescue dogs and rescue cat.
Get Smart About Money in a Relationship
with Hajar Ajam
The workshop: Thinking of moving in with a partner or currently living with one? Learn about your financial rights and responsibilities within a relationship. Money really is power - especially when you're a woman in a relationship.
The facilitator: Hajar is a founder of Native Touch, an 8 year old Mobile Ad Tech Firm with offices in Toronto, Montreal and Vancouver. She spends her time working closely with key clients and helping direct the strategy of the business. When she's not working, she likes to spend time with her young family exploring different parts of Toronto and reading about healthy living.
Please note: We'll try our best to make sure you get into your selected workshop, but due to capacity restraints, you may be automatically placed in an alternative session.
Sponsors
Thank you to:
