Canadian Finance for Newcomers Workshop

Welcome to the Canadian Finance for Newcomers Workshop!

This workshop is designed to be suitable for newcomers to Canada who are embarking on a journey to better manage their finances in Canada. Join us for an informative session where you'll learn the essentials of managing your money effectively in Canada as a newcomer. We understand it's overwhelming moving to a new country, and we would like to help you get at least your financial plans sorted out. This workshop will provide you with the tools and knowledge you need to take control of your finances.

Why Attend This Workshop?

At Authentic we believe that everyone should be better equipped with a sound understanding of financial tools and best practices. We often find hard working individuals struggling to make sense of the complex financial jargon and settling for suboptimal financial solutions. This is even more challenging as a newcomer as you might find the new financial system difficult to understand at the onset.

What Value Can You Expect to Get?

• Understanding The Canadian Financial Landscape and Various Account Types
• Choosing between TFSA, RRSP & Other Options
• Q&A Session With Us Discussing Your Unique Circumstances
• Networking Opportunity

Date: Wed Oct 30 2024

Time: 9:00 AM

Location: 208 Queens Quay W, Toronto, ON, M5J 2Y5

Come ready to ask questions, engage with fellow participants, and leave feeling empowered to make smart financial decisions. See you there!

Meet Your Host

Duncan Webster, CFA is a financial services industry veteran, known for his expertise in investment strategy and advice. His experience spans a wide array of client mandates and objectives, serving private clients, endowments, pension plans, liability-driven insurance investors, and corporate treasuries. Duncan has honed his skills at both major global firms and smaller enterprises across multiple countries, taking on roles as employee, external advisor, start-up founder, owner, and board member of regulated entities.

Prior to founding Authentic in 2014, Duncan was the Chief Investment Officer & Head, and a Board Member of CIBC Global Asset Management & CIBC Private Investment Counsel. Previously, he was the Co-Head of PIMCO Canada, and Team Head of Portfolio Strategy & Capital Markets at Allianz Investment Management.

About Authentic Asset Management Inc.

Authentic Asset Management Inc. is a Canadian financial services firm established in Toronto in 2014. It is independently owned and operated and regulated as a Portfolio Manager in various Canadian provinces including Ontario, Quebec, British Columbia, Alberta, & New Brunswick.

Event Venue & Nearby Stays

208 Queens Quay W, 208 Queens Quay West, Toronto, Canada