TheGAAP.net & TFN

Present:

Managing money for both your Company and you personally

Sponsored by: Jeff Gregory

of

Desjardins Financial Security Investments Inc.

Free Raffle Prize: Garmin Dash Cam 35

Managing money for both your Company and you personally is the Theme at our June 27, 2017 dinner. (last before summer) Michael Yasny an expert in making the Finance Dept a Profit Centre will be our speaker at our first session. We have a panel discussion amongst three different experts from the Financial Services sector, facilitated by Karen Hoernig in the second segment. This promises to be a huge opportunity for learning, all in one evening.

Reading the business and financial sections in news recently, you’ve likely seen many indicators of significant changes in the financial services sector.  Below is a list that is in no way comprehensive .  Our panel of three experts will answer questions about the trends and changes impacting us all. 

• Federal investigation into the sales practices at Canadian banks
• Different investment options – Stocks, Real Estate, Mutual Funds, RRSPs, ETFS, GICS and the complexities of choosing your best options
• CRM2 – new government regulations on fee transparency
• Responsive Market Regulation
• Fintech –  much more than the latest hip lingo, it represents a disruptor trend that is dramatically changing how we live and do business impacting mobile payments, money transfers, mobile banking, loans, insurance, fundraising, trading, and even asset management.  A recent report from Accenture found that global investment in Fintech has skyrocketed from $930 million back in 2008 to over $12 billion by the beginning of 2015.  This growth is only likely to continue.
• Ensuring retirement financial security

In the first session, Michael Yasny will educate you to be more valuable to the companies you work for. Learn how to help bring in more sales for your company, resulting in a larger, stronger profitability, without credit risk or cost the company AND reducing tension between the credit and sales departments. You will learn about alternative financing tools that will allow your company’s sales team to close sales with customers who would otherwise be lost because of their weak credit.

 

ACTION:  To make the best of our time, please forward would like questions that you addressed to Karin Hoernig at KarinatTFN@gmail.com  or Larry Cooper at l.m.cooperc.a@sympatico.ca.  We will collate the questions in advance to identify common themes and send them to participants and the panel in advance of the meeting.  The questions you put forward will be kept confidential.

Biographies on our Panel:

Jeff Gregory

Jeffrey began his career with Desjardins Financial Security Independent Network and Desjardins Financial Security Investment Inc. over 14 years ago. Jeff has earned his CLU (Certified Life Underwriter), PFP (Professional Financial Planner), and CHS (Certified Health Specialist) designations.  Jeffrey has worked diligently for his clients in preparation for their present and future financial obligations.  With a continual focus on current policies and procedure, Jeffrey ensures that the advice his clients receive are relevant and up to date.  By creating a comprehensive financial plan, which may include RRSP’s, RESP’s, TFSA’s and wealth accumulation, Jeffrey is able to assist his clients in reaching their financial goals.  Jeffrey also stresses the importance of awareness in “what if” situations. These situations focus on proper life, disability, critical illness and long term care protection. These polices protect an individual’s assets from the unnecessary evils of over taxation, premature death and prolonged illness that can erode finances over time.  Jeffrey Gregory is a Certified Financial Planner (CFP). He is licensed to sell life and health insurance in the province of Ontario through Desjardins Financial Security Independent Network. Jeffrey is registered to offer mutual fund investments in Ontario, Quebec and British Columbia through Desjardins Financial Security Investments Inc.  https://jeffgregorycfp.ca

Rob McMullan

Rob McMullan is VP Client Success at Planswell, a Canadian fintech firm that provides free online financial planning.  Rob began his financial services career over two decades ago at the stock exchange and he also worked in insurance and was involved in advising and raising capital for numerous technology and education-related ventures, including eLearning innovators, fintech disruptors and digital media consulting firms, in New York, Tokyo, Vancouver and Toronto.  Most recently before Planswell, Rob was an Investment Advisor and financial planner at CIBC Wood Gundy. He is also a widely published author on Asian financial markets and economics.  Rob is an alumnus of the University of Waterloo and Harvard University, where he studied economics, business and East Asian civilizations. He also holds the Personal Financial Planner designation (PFP) from The Canadian Securities Institute.  www.planswell.com/about-us

Ryan Son Kee, FSA, CFA, MBA

Ryan brings 11 years of experience as a financial industry professional and actuary to his role as an Investment Advisor. He provides an exclusive list of clients with comprehensive wealth management services and solutions, so they can spend their time doing what matter most to them. He specializes in working with senior executives, business owners, actuaries and professionals in tech, media, medicine and law.  As an accomplished financial professional, Ryan is highly specialized in investment management, risk management, and estate and tax planning. He is dedicated to building long-term relationships with his clients based on integrity, clarity, trust, long-term planning and delivering brilliant service. Ryan graduated from the University of Toronto with a degree in Actuarial Science and Economics, attained his MBA from the Queen’s School of Business, and is a Fellow of the Society of Actuaries (FSA) and Chartered Financial Analyst (CFA).  http://ca.rbcwealthmanagement.com/ryan.sonkee

Panel Moderator:  Karin Hoernig, Engagement Facilitator @ TFN

Karin is a Human Resources leader and consultant with a rich and diverse background, developing and driving people strategies and vision within the corporate, government, and non-profit sectors.  Karin is adept at taking a participative stance in facilitating teams and managing people and organizational initiatives.  Karin’s successful career bears testimony to her ability to develop and nurture business relationships, show great interpersonal skills, and build trust. Years of partnership with corporate leaders have inculcated in her a deep understanding of businesses and their challenges. Throughout her career she has excelled in helping achieve her organization’s business goals by creating strategies and objectives that make a measurable difference to the bottom line.  Always sensitive to making a real connection in her interaction with others, Karin is a successful relationship builder who understands the value of genuine reciprocity that makes business, and the world, work.  www.linkedin.com/in/karin-hoernig  

Michael Yasny

Michael has been in the alternative financing business for over 27 years. He is the President of Money Consultants Ltd., a GTA-based business that uses alternative financing solutions to help build new businesses, expand existing ones, and restore those in financial trouble.

 

Register here

 

Event Details:

Time: informal networking starts at 6:00PM; Dinner at 6:30 PM; Michael Yasny presentation at about 7:15. Coffee break about 8:15.  Panel discussion at about 8:30.

Early Registration cost is $42.00 till Thursday June 15, 6PM and then $48.00. Registration closes Friday June 23 at 4PM. This fee covers buffet of salad, roasted chicken, veggies, potatoes, pop, taxes, tip, . A vegetarian option is available on request. Send an EMail to Paul Calleri pcalleri@thegaap.net

Cash bar for alcohol, beer and juice beverages.

Location:   Weston Golf and Country Club, 50 St. Phillips Road. Free parking.

TFN-Your source to better manage your career