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odlc@utoronto.ca


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Fluent in Finance

Tuesday, October 30, 2018, 12:00pm - 01:30pm

 

(Available via Adobe Connect to UTM/UTSC -See registration link below)


Many people believe that investment strategies are reserved for the ultra-wealthy. Others are intimidated and believe that their money is best stored in their freezer or mattress. Nothing could be further from the truth. Solid investment strategies will help to bridge the gap between what you have and what you want – with your individual risk tolerance in mind. This interactive seminar is designed to empower you to become a more active and confident participant in your investment decisions. Topics to be covered include: • Stock speak – become conversant in this foreign language • Designing a portfolio that’s right for you • Rebalancing – the key to investment success • Partnering for success with your financial advisor

 

REGISTER STG Campus at ODLC 610


Webinar - Register - UTM/UTSC


Monique Madan is a leading fee-for-service financial planner dedicated to helping individuals realize their financial goals. Monique has been working in the financial services industry for over 15 years and has acquired a unique and sought-after perspective on personal financial planning. She has been featured as a financial advisor in the Globe and Mail, provided her guidance to the Financial Planning Standards Council (FPSC®) in the development of their current Code of Ethics and Practice Standards and regularly serves as a subject matter expert to Moody’s Analytics (formerly, the Canadian Securities Institute) in the development of their professional accreditation exam.

Through personal one-on-one meetings, workplace seminars, and her newsletter, Monique’s humorous, approachable and caring nature encourages a supportive experience while offering a no-nonsense and results-driven approach to personal finance.

Monique is accredited as a Certified Financial Planner (CFP), a Financial Management Advisor (FMA), and a Chartered Financial Divorce Specialist (CFDS). Her “back to basics” approach to financial planning is refreshing, personal and produces results that make a difference.


Location: ODLC, Room 610
Presenter: Monique Madan, CFP, FMA, CFDS

 

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