Join Shereen Debanné and Paul Debanné as they discuss financial health during COVID, along with creating strategies for financial wellness.
Guest Speakers:
Shereen's investment experience is based on a variety of senior roles she has performed within TD Wealth and at other investment firms (Toronto and Ottawa) prior to joining TD Wealth Private Investment Advice. Drawing on deep industry knowledge gained from 25 years in the financial services industry Shereen provides comprehensive portfolio and wealth management solutions to clients. Shereen has an MBA from Queen's Smith School of Business, holds her Certified Financial Planner (CFP) designation, is a Chartered Investment Manager (CIM), and is a Fellow of the Canadian Securities Institute (FCSI).
A bilingual financial services professional since 1997, Paul has been providing comprehensive wealth management advice to individuals and their families, as well as corporate investment services for the last 24 years, and has acquired a vast depth of experience. Committed to offering total wealth management to his clients, Paul is continually upgrading his professional knowledge in many areas of financial and investment management. Paul has an MBA from Concordia University, is a Chartered Investment Manager (CIM), andis a Fellow of the Canadian Securities Institute (FCSI).
Wednesday Apr 28, 2021
1:00 PM - 2:00 PM EDT