October 21, 2020 6 PM – 7 PM
In this intermediate workshop, we will provide information on the common characteristics analysts look at (P/E, P/B, EPS, dividend yield) when determining whether or not to invest in a company’s stock, and we will show you how to build your own free stock screens using Yahoo! Finance.
Cindy Huang joined Leith Wheeler in February 2012. She is responsible for managing discretionary investment portfolios for private clients and their families. Prior to this, she spent several years with the firm’s Pensions group working with consultants and institutional clients.
Cindy graduated from McGill University with a Bachelor of Commerce degree and has completed the Canadian Securities Course. Cindy holds a Chartered Financial Analyst (CFA) designation and is a member of CFA Society Vancouver. She is passionate about improving financial literacy among women and new immigrants, speaking at events for Women in Capital Markets, Her Money & Sense, and S.U.C.C.E.S.S. Foundation. She has also helped to develop mentorship initiatives for Leith Wheeler and CFA Society Vancouver