Free

Workshop for Women: Two Key Elements of Investing - Bonds and Asset Mix

Event Information

Share this event

Date and Time

Location

Location

YWCA Health + Fitness Centre

535 Hornby Street

Vancouver, BC V6C 2E8

Canada

View Map

Event description
Two Key Elements of Investing: Bonds and Asset Mix

About this Event

The financial world has many different facets and this workshop is an opportunity to gain a better understanding of investing by focusing on two important elements. Our presenters will explain bonds and asset mix in a basic, easy to understand manner and then talk about how to apply this knowledge for your own financial situation. Here are some of the questions that will be answered in the workshop:

• What are bonds?

• How do the price of bonds change?

• What role do bonds play in a portfolio?

• How do I figure out what asset mix is appropriate for my portfolio?

• How can asset mix change over my life?

Presenters:

Catherine Heath is a Vice President, Portfolio Manager at Leith Wheeler Investment Counsel. Her career began 20 years ago on the institutional fixed income desk and then expanded to include portfolio management and client servicing. She has a Bachelor’s in Finance and Economics from Simon Fraser University and holds the CFA designation. Catherine is past president of CFA Vancouver, a co-founder of the Vancouver chapter of Women in Capital Markets and sits on the SFU Business Dean's Advisory Board.

Karey Irwin joined Leith Wheeler in 2006 as an Investment Funds Advisor after nine years with Phillips, Hager & North in Vancouver and Calgary. Karey provides investment advice to individual investors and discretionary portfolio management for Private Clients. She has a Bachelor of Commerce degree in Finance from UBC, holds the Certified Financial Planner and Chartered Investment Manager designations, and has completed Levels 1 and 2 of the Chartered Financial Analyst program.

**Since space is limited, please do not sign up for a workshop unless you are sure that you can attend. We do allow for a certain number of no-shows, but some of our past workshops had empty seats even though we had to turn away people.

**Please keep in mind that the workshops we offer are for educational purposes only and not intended to provide participants with personal financial advice. Having said that, we welcome lots of participation with questions and examples that broaden everyone’s educational experience.

Share with friends

Date and Time

Location

YWCA Health + Fitness Centre

535 Hornby Street

Vancouver, BC V6C 2E8

Canada

View Map

Save This Event

Event Saved