Part 1 of this workshop will be a discussion on how we can talk about financial matters with our families, friends and financial service providers. The subject of money is often considered taboo or in bad taste but being able to talk about it can help in many ways. For example, we can find out:
• How much of a raise to ask for.
• What we should be paying in rent.
• Whether or not our expenses are normal or unusually high.
• What is our family financial situation and are we meeting our goals.
Our presenter has experience leading this discussion with different groups and will give practical tips on how to talk about money in ways that help everyone.
Part 2 is about the services that banks provide with respect to investing and wealth management. Most of us have some connection with one of the large Canadian banks for basic banking services which makes them a logical choice for accessing investment solutions for our savings. However, wealth management covers a wide range of products and services and it is difficult to know who to talk to and how to find ones most suitable to us.
Our presenter is currently working in this area where she focuses on providing her clientele with “practical advice that works as advertised”. She will guide us through the banking system and show us where to find appropriate services especially for those starting out with modest savings.
Janine Guenther is the President of Dixon Mitchell Investment Counsel, a Vancouver based Investment firm that has been in business for over 20 years. She has over 30 years of experience in the financial services industry. Holds a Bachelor of Commerce from the University of Manitoba along with the Chartered Financial Analyst (CFA), and Chartered Market Technician (CMT) designations.
Professionally, Janine is a member of CFA Institute and the CMT Association. Her volunteer roles with CFA Institute include past president of CFA Vancouver, past President’s Council Representative (PCR) for Canada on the global Board of CFA Institute, Exam Grading, Standard Setting, the Nominating Committee and the Disciplinary Review Committee. For the CMT Association, she is a past member of the Curriculum Committee.
Personally, she was a volunteer for the 2010 Vancouver Winter Olympics serving as the timer for the Figure Skating events. This role arose from a 25-year volunteer career in Figure Skating as an internationally ranked judge. In her community, Janine is a citizen member of the District of West Vancouver finance committed and a board member on the West Vancouver Community Centres Society.