KNOWLEDGE BOX SESSIONS: SETTING UP AN INVESTMENT ACCOUNT
617 Vaughan Rd
617 Vaughan Rd, York, ON M6C 2R4, Canada
Ontario
43.6924471
-79.4402793
Description
KNOWLEDGE BOX SESSIONS: SETTING UP AN INVESTMENT ACCOUNT
06:00 - 06:05 pm: Knowledge Box Welcome (Zoom Link provided upon registration)
06:05 - 06:15 pm: The Psychology of Success
06:15 - 06:45 pm: Setting Up An Investment Account Presentation w/ Philippe Marie-Jean-Robert (Kwajamii Financial)
06:45 - 07:00 pm: Q&A w/ Knowledge Box Speakers
Philippe Marie-Jean-Robert is a Portfolio Manager and the founder of Kwajamii Financial Inc., a firm that provides both financial planning and investment management services to Ontario residents.
Before founding Kwajamii in 2018, Philippe spent 9 years at MD Financial Management where, as an Investment Analyst, he conducted detailed quantitative analysis of hundreds of money managers, both Canadian and foreign, to help construct MD’s family of funds and portfolios. In the latter part of his tenure with MD, Philippe joined the company’s front office as an Associate Portfolio Manager where he was responsible for managing client’s portfolios and ultimately help them achieve their financial goals.
Prior to joining MD in 2007, Philippe spent 4 years at Sander Geophysics as a Computer Engineer where he was responsible for developing and maintaining Sander Geophysics’ proprietary real-time data acquisition system employed in airborne surveys.
Philippe holds a Master of Science (MSc) in Mechanical Engineering from the University of Poitiers (France). He also graduated from the University of Manitoba with a Bachelor of Science (BSc) in Computer Engineering. He later earned a Master of Business Administration (MBA) from the University of Ottawa. In addition, Philippe holds several designations, including the Chartered Investment Manager (CIM) designation, the Qualified Associate Financial Planner (QAFP) designation, and the Professional Engineer (P.Eng.) designation from Professional Engineers Ontario (PEO).
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The Knowledge Box aims to empower women and marginalized youth; providing each participant with an edge in their personal development and the keys to financial independence through financial literacy. Our Knowledge Box Speakers consist of experienced financial professionals and successful careers in the corporate world; bringing to our webinar series a wealth of proven insight and experience. Ultimately, our belief is that upon completion of the webinar series Knowledge Box Scholars will ascertain the keys to unlock and achieve their financial goals. We are committed to finding ways to inspire Women and BiPoc youth to pursue financial industry careers like accounting, real estate, investment banking and more.
• Provide FREE webinars covering a range of financial literacy topics, including: Retail Banking, Intro To Investing, Personal Tax Planning, Mortgages, Leverage, Stock Investments, Cross Generational Wealth Protection Tools, Will and Testament, POA’s & creating Personal/Family Financial Goals.
• Encouraging Equitable Entrepreneurship – through focused efforts to primarily share entrepreneurship principles and strategies with BiPoc youth and ALL women. Our speakers will discuss essential start up business challenges like pricing, creating cost cards, break even, business plans, pitching, and assistance with finding / applying for payroll support to help pay payroll in the initial stages of a business.
• Supporting BiPoc Financial Independence and Social Justice through comprehensive financial literacy resources with an emphasis on the best Personal Finance strategies and Social Enterprise business structures.
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Start:
2022-01-26T18:00:00-05:00
End:
2022-01-26T19:00:00-05:00
Category
Other
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