ABOUT THE EVENT

PEI Connectors clients are invited to participate in an upcoming Connect to learn Webinar: Welcome to Banking in Canada- CIBC.

Date: Tuesday, June 15th, 2021

Time: 1:00 pm - 2:30 pm 

Location: Zoom webinar

Description:

The Welcome to Banking in Canada- CIBC presentation will cover the following topics:

• Opening your first account

• What types of accounts are available?

• What are their features?

• Building Credit and Why it’s Important

• What is credit used for in Canada?

• How do I improve it?

• Becoming a homeowner

• Some of the starting basics

• Can I qualify for a mortgage?

• Saving for your goals

• Saving and Investing strategies

• Am I saving enough?

• Are you using the right account?

• The Welcome to Canada Banking Package

• Our special offers for new and recent residents

Facilitator: Sam White – The Mobile Investment Consultant for CIBC-PEI

Sam works with a team of 15 advisors to bring the best banking and investment services to clients. On behalf of CIBC, he engages the community to create external business relationships to support local enterprises and grow the brand of CIBC in the community.

Prior to this role Sam has worked as a team leader, a specialist in complex account types, and operated a practice as a full-service brokerage advisor creating stock portfolios for clients.

Sam has a broad range of knowledge on banking and investing topics. He works with families and businesses every day to build wealth and manage risk.

 

 

Register Now

Click on this link to tell us the topics you would like our sessions offer in the future. https://www.surveymonkey.com/r/36PGVFG