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Financial Planning & Investment Market Update
June 5, 2018 @ 6:30 pm - 8:30 pm
This seminar you’ll hear from two finance professionals who are experts in the financial planning and analysis world. To know every aspect of finance is difficult but Brandon & Shea will discuss where the market is at and some food for thought as you grow in your professional career.
– CFP candidate, FPSC charter holder
– Manages an independent financial planning practice for successful professionals and business owners in Vancouver, 3 years experience
– Formerly had a drone technology start-up so connects well with engineers, software developers and tech business owners
– BBA from Simon Fraser University concentration in Internship, Management & Technology
– District Vice President of Fidelity Investments Canada
– CFA charter holder
– Started career in February 2008, during financial crisis, at Morgan Stanley in London, UK
– Moved to Toronto and worked at State Street on derivatives team
– Joined Fidelity in Toronto in 2011 and moved with company to Vancouver in 2013
– BBA from Bishop’s University with concentration in Finance
555 West Hastings
Vancouver, British Columbia