[TCYP] GameStop, Crypto & Investing 101

April 20, 2021 (9:00 AM - 10:00 AM) (PDT)

Description

Join your fellow TCYPers for a Finance & Investing 101 seminar. This educational session will give you practical tools and ideas on how to grow your business and make smarter financial choices. We are excited to have three industry experts lined up to share their professional insights and answer questions related to investment, stocks and emerging technologies. Want to gain some understanding on online investing, wealth management, cryptocurrenices and more? This is the workshop you won't want to miss!   



What the presentation will cover:

  • Learn about the differences between RRSP and TSFA
  • Are online brokerages like Questrade and WealthSimple right for you?
  • Understanding GameStop: What it is and what you need to know about the GameStop stock
  • The basics of Shorting Stocks 
  • Hedge funds vs retail traders explained 
  • Introduction to Cryptocurrency Investment 


About the panelists

Jeff Graham, First Oak Financial 

Jeff has been involved in the financial services industry in various capacities since 2011, prior to founding First Oak Financial Inc.. He graduated from Thompson Rivers University with a Bachelor of Commerce degree and holds both the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.

First Oak is a full-service financial planning firm based out of Port Moody, BC, serving clients throughout the province. They provide holistic financial planning services for individuals, families, and businesses. They are a team of fully-independent insurance, investment, retirement and estate planning specialists.


Carson Hamill, Raymond James | Snowbirds Wealth Managment 

Carson Hamill is an associate financial advisor at Snowbirds Wealth Management. Having joined the team in 2017, Carson has achieved success as a direct result of his proactive and personal approach to wealth management. His philosophy is to provide financial literacy and education to clients of all ages, so clients can make informed decisions about investments. By conducting in-depth reviews of your financial goals, Carson will work with you to design appropriate asset allocation and risk management strategies tailored to your individual needs whether it be your investments or insurance essentials.


Alexandra Moxin, Advance Tech Media

Alexandra founded Advance Tech Media home of the Advance Tech Podcast where she interviews founders, developers and leaders from around the globe in the emerging tech space. She previously worked for Microsoft in product marketing. Her background is in business intelligence, product and business development as a consultant.

Alexandra is well versed in digital transformation and understands emerging technologies like Bitcoin, time and event-based systems and how these impact organizations. She is developing her experience in AI / Machine Learning and is actively involved as a speaker at local, international and digital events.


About the moderator

Ryan Oake, Oake Mortgage

Ryan is an accredited mortgage specialist at Oake Mortgage – DLC Producers West. His main purpose is to guide and advise individuals when in need of mortgage financing for purchases, refinances or mortgage renewals. With access to over a dozen different lenders, he works with major banks, broker only lenders, as well as credit unions. He represents the borrower and adjust to their schedule and needs, unlike retail mortgage lenders.



Presenting Sponsor - MNP 

MNP is a leading national accounting, tax and business consulting firm, with over 100 office across Canada. Through partner-led engagements, we provide a collaborative, cost-effective approach to doing business and deliver personalized strategies to help people and organizations succeed across the country and around the world.

MNP’s client base in Port Moody includes private enterprises of all sizes, not-for-profit organizations, professionals clients, auto dealerships and high-net-worth individuals. From accounting and tax planning to corporate restructuring, succession planning, business valuations and U.S and international tax, our dedicated business advisors provide insights and strategies to help you navigate what comes next for your business.

Contact one of our Tri-Cities business advisors today at 604.949.2088.


Pricing

Members - Free 

Non-member - $25 + GST 

Virtual
Event Contact
Stephanie Rennie
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April 20, 2021 (9:00 AM - 10:00 AM) (PDT)
Categories
Tri-Cities Young Professionals
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