Money: How to Save It, Invest It and Plan for the Future

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Financial Literacy Workshop Recap

March 25, 2017

We are so incredibly delighted to share with you the success of our very financial literacy workshop and want to extend our gratitude to the more than 50 attendees who voyaged their way to our event on a rainy Saturday morning. On March 25 th , we hosted our very first workshop of the year – Money: How to Save It, Invest It and Plan for the Future.

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We were thrilled with the huge turnout and noticed a lot of new faces. Throughout the morning our guest speakers shared their wealth of financial management knowledge and kept our attendees engaged. The workshop offered valuable insights on several tools and techniques that can be used to plan your finances and meet your goals and obligations. Whether it be GICs, TFSAs, or mutual funds, our guest speakers explained the various financial instruments and plans in a very enlightening and easily digestible way making it beneficial to everyone regardless of how money savvy they may already be.

Workshop Recap

Screen Shot 2017-04-13 at 9.19.05 AMAnne Arbour, Financial Educator from the Credit Counseling Society, emphasized approaches to saving and ways to keep your spending habits disciplined

Kate Sun, Senior Financial Advisor from CIBC, spoke about the benefits of diversifying your investment portfolio by familiarizing yourself with key financial instruments to help you get tax breaks.

Rocky Wang, Senior Financial Advisor from CIBC, led us through various strategies to maximize on retirement savings and benefits of using your RRSP.

Accompanied with some delicious sandwiches attendees got plenty of time to network so they could get to know CTPA directors, volunteers as well as other attendees. A big thanks goes to our annual sponsors for helping make these events possible and for believing in our organization.

Watch the event highlights:

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