Establishing your financial future

We’ve all been told that the earlier you start focusing on your finances, the better off you’ll be throughout your life. Despite knowing this, many of us still have not set financial goals or built a plan to help us get there. Maybe you have a fluctuating income, are establishing your early career, or just want some guidance to help you navigate the overwhelming amount of information to consider.

Start here with perspectives from a diverse group of financial experts, as they share their knowledge and explore strategies to build a strong financial foundation in today’s climate. Learn to understand your relationship with money, change your mindset about finances, and consider the steps to building a financial plan that will move you towards your goals.

Name
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Moderator

Mark Ting – Financial Columnist, CBC Radio’s On the Coast; Partner, Foundation Wealth Partners

Panelists & Topics

Alisha Mawji, BCom’10 – Co-founder, altruWisdom

  • Presentation Topic: Money and Psychology: How the life you’ve lived to date has created your money personality, and how that money story dictates your money behaviours, patterns and choices
     

Nelson Soh, BCom’12 – Author, Entrepreneur, CFO

  • Presentation Topic: Finding your way to financial independence
     

Yan-Min Xu, BA’10 – Financial Planner, Manulife Securities Investment Services Inc. Life Insurance Advisor, Exceptional Wealth Management Canada

  • Presentation Topic: Budgeting and planning processes to meet short and long-term financial goals

 

Recorded October 19, 2021.