Don’t let anyone else control your financials! Take control of your financial plan with this intensive hands-on workshop. Our Financial Fitness Bootcamp focuses on teaching you the foundations of financial literacy so you can understand what financial tools you already have and what your needs are. Whether you're just finishing post-secondary school or have your first mortgage, learn the difference between a Term and Universal life policy, complete a budget, and determine what investment options are right for you.
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.