PEI Connectors clients are invited to an upcoming Connect to Learn webinar.
Name: RBC Information Session
Date: Tuesday, November 9th, 2021
Time: 1:00 pm - 2:30 pm
Location: Zoom webinar
This webinar will have four presenters from RBC.
Presentation Title --Banking in Canada.
Will present- IPAD offer, newcomer offer, high-interest e saving rates, personal credit card, and business account opening.
Facilitator bio- Elena Gao, RBC Banking Advisor, a consummate service professional dedicated to helping clients with all their personal banking and lending needs. Elena holds a bachelor’s degree in business administration at UPEI and has extensive banking experience. Elena works closely with her RBC partners in a consultative approach to help each client achieve the best financial results.
Presentation Title ---Principles of successful investing
Will Present- Five timeless principles of successful investing
Facilitator bio- Monika Wang, Financial Planner, Investment and Retirement Planning. Monika is a Personal Financial Planner (PFP) professional and QAFP. Born in China, Graduated with a Master’s Degree from Loughborough University in the UK. Moved to Canada in 2007, earned Canadian citizenship in 2015. Has years of experience in Financial Planning and mainly focuses on high net worth investment and retirement planning, estate planning.
Presentation Title- Mortgage Application and policies
Will Present- Regular mortgage application and application requirements for newcomers
Facilitator bio- Ciaran Mulcahy, Mortgage Specialist. Born in the UK, moved to Canada when I was 6, earned Canadian citizenship at age 17. Graduated with BA from St. Thomas University. Started working in the financial industry directly after university for over 15 years now. Been with RBC and offer lending/credit solutions for 11 years.
Presentation Title: Financial Planning
Will Present- 1st part what is Financial Planning, 2nd part General information about RESP, RRSP and TFSA.
Facilitator bio- Tina Wang, RBC Financial Planner. Tina is a Personal Financial Planner (PFP) professional and QAFP. Graduated with BBA from Acadia University. Joint RBC in 2015 and has been in the financial services industry for 11 years.
This webinar is open exclusively to PEI Connectors clients. There is no charge to participate, but advance registration is required. To register, please contact your PEI Connectors program officer.
To view our other upcoming events, please click on this link - www.peiconnectors.ca/events
This webinar is exlusively open for PEI Connectors clients. For more information, please contact us at firstname.lastname@example.org