CA$30

Financial Fitness Bootcamp

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Date and Time

Location

Location

Finaeo Inc.

1087 Queen Street West

#Suite 400

Toronto, ON M6J 1H3

Canada

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Refund Policy

Refund Policy

Refunds up to 1 day before event

Event description

Description

It's time to take control of your financials! Join YWiB x Finaeo for an intensive hands-on workshop that will enable you to walk away with your very own customized financial plan. Learn the foundations of financial literacy so you can accomodate your needs. This is a welcoming space, no matter your stage - whether you're just finishing post-secondary school or have your first mortgage, we want to help. Let's work together to discover the tools you already have, then create a suitable budget and determine what investment options are right for you.

Do you have questions? We have answers! If you want to know things like the difference between a Term and Universal life policy, prepare them for the event or email us: toronto@ywib.ca

Saturday, January 27, 2018
Finaeo Inc.
1087 Queen St. West, Suite #400
Doors open at 9:00 am

Attendees of this interactive workshop are asked to bring the following:

  • 3 months of banking statements
  • pay statements
  • statements of investments
  • an insurance policy or other benefits booklets

Featuring instruction by:

Melanie Laing
Financial Security Advisor
Freedom 55 Financial

As a Financial Security Advisor, Melanie believes that an individual’s ability to earn an income is their greatest asset. She works with her clients to ensure that they are protected so that personal and financial goals can be achieved. In collaborating with young professionals, entrepreneurs and small business owners, Melanie builds customized financial solutions to meet client’s needs and exceed their expectations. She strives to provide a client-centered experience whereby long-lasting relationships are established and fostered.

Darlene Patgunarajah
Independent Broker

Darlene's professional experience is rooted in healthcare and teaching - which has given her a unique perspective and passionate approach to financial health and financial literacy. She believes that at the heart of the financial advising profession is education, collaboration, and relationship building. She is enthusiastic about integrating technology not only into her practice for efficient administration but also for enabling better client engagement. She serves clients all over the GTA, developing a niche in the small business owner community. She lives with her husband and her two young and very energetic sons in Vaughan.

Emilia Romano
Director of Marketing
Imperial Lifestyle Managment

Emilia’s passion is everything marketing!! With an extensive background in marketing, brand awareness, business development and graphic design along with a proven ability to coordinate the planning, development, and execution of strategic marketing initiatives to drive desired results. Emilia’s greatest strengths are her creativity, drive, and leadership. She thrives on challenges, particularly those that expand the company’s reach.

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Date and Time

Location

Finaeo Inc.

1087 Queen Street West

#Suite 400

Toronto, ON M6J 1H3

Canada

View Map

Refund Policy

Refunds up to 1 day before event

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