Upcoming events

    • February 01, 2023
    • 12:00 PM - 1:30 PM
    • Zoom virtual event
    • 716
    Register


    Presented by Tradex: Mutual Funds and Financial Services for Canadian Public Servants Since 1960.

    Luc Bisaillon and Jorn Lewis from Tradex will provide a 2023 market update along with important items to consider when deciding to contribute to a RRSP or a TFSA.

    Presenters:


    LUC BISAILLON

    Investment Advisor, Tradex

    Luc joined Tradex in May 2007 upon graduating with a Bachelor of Commerce degree, with a major in Finance, from the University of Ottawa. Luc became a licensed Investment Advisor in September 2007. He works closely with Jorn in providing service to Tradex members. Luc was born and raised in Ottawa and is a proud Franco-Ontarian.


    JORN LEWIS

    Investment Advisor, Tradex

    Jorn joined Tradex in April 2018. Jorn graduated from the University of Ottawa with a Bachelor of Commerce degree, majoring in Finance. Born and raised in Germany, Jorn moved to Ottawa in 2008. He is currently completing the CFA program.





    On the day of the event you will receive an email that will have your unique link to access the Zoom event online.


    • February 08, 2023
    • 12:00 PM - 1:30 PM
    • Zoom Virtual Event
    • 537
    Register


    Exchange Traded Funds (ETFs) are low-cost and tax efficient investments that offer access to a wide range of investment opportunities. Learn the basics about ETFs and why they have become an attractive investment for all types of investors. Discover how to build an efficient, low cost and highly customized portfolio and evaluate ETFs to determine which may the right fit for you.

    Speaker:


    Kevin Prins

    Managing Director, Head of ETF & Managed Account Distribution, Ontario

    With more than 25 years of industry experience in banking, securities, mutual funds and financial education, Kevin provides a rare combination of both industry knowledge and educational expertise on Exchange Traded Funds. During his career he has authored several investment industry courses for the Canadian Securities Institute (CSI), including ETF focused courses and Managed Accounts chapter of the CSC. Kevin frequently interacts with portfolio managers and investors about the benefits of ETFs and how they can be used to add value to any investment portfolio. This interaction builds on his institutional background in Managed Account platforms. He is a regular contributor to investment industry publications, has also been a guest speaker and panelist at industry events, and has appeared several times on BNN. Kevin has an MBA from Dalhousie University and holds a number of industry designations including FCSI, CIM and CFP.


    Pat Dunwoody

    Executive Director, Canadian ETF Association; Co-founder, Strategicly

    Pat Dunwoody is a client-focused executive who brings a strategic perspective while developing quality initiatives. Her career was built on operational excellence & situational leadership while mentoring others around her. She has spent over 30 years leading and helping organizations like Fidelity Investments, Invesco and industry-level committees to improve their efficiencies and customer service.  Currently, she is the Executive Director of the Canadian ETF Association and is a Co-Founder of Strategicly, a bespoke consultancy providing businesses with the tools and resources needed for growth.





    • February 22, 2023
    • 12:00 PM - 1:30 PM
    • Zoom Virtual Event
    • 981
    Register


    Understand the importance of having a good credit rating and credit score. You will learn how to keep your credit rating in good standing and what pitfalls to avoid.

    As an added bonus, we will discuss fraud awareness, especially the red flags of investment fraud, which is the number one scam in Canada. 

    Presenters:

    Elena Jara
    Community Engagement Partner, Bromwich+Smith

    Elena Jara has over 27 years of experience working with consumers from all over Canada creating, revising, and co-delivering Financial Resiliency workshops and webinars to provide consumers the tools to succeed financially. 

    Elena is now the Community Engagement partner for Bromwich and Smith Inc.

    Ms. Jara is known for being a connector. Her partnership and network building skills have given her the opportunity to participate in many government and community networks that engages with diverse stakeholders on the importance of financial literacy education.

    Elena has been featured in many media outlets such as Global TV, CTV, Toronto Star, The Globe & Mail and many more.

    Ms. Jara received her Bankruptcy Insolvency Certificate from Ryerson University.  Completed the Life Coach training through the YWCA program in 2010, and obtained her bachelor’s degree from York University.

    Elizabeth Naumovski,
    Financial Literacy Advocate

    Multi-award winning Elizabeth Naumovski is a tireless advocate for financial literacy and female empowerment.

    A successful Bay Street executive for over 20 years, she has championed for women in different countries for many decades.

    Host of Finance Is Personal, public speaker, emcee, and panelist, she is highly sought after for her intelligence, knowledge, engagement and compassion.

    Elizabeth was the 2021 recipient of the Wealth Professional IFSE Institute Award for Financial Literacy Champion. She was also the inaugural winner of the same award in 2019.

    Elizabeth is a 2020 Mohawk Alumni of Distinction Award winner for Creative Arts & Design.

    Since winning the award, she created the Elizabeth Naumovski Alumni of Distinction Bursary. This yearly bursary is for a single mother (or female) enrolled in any STEM course at Mohawk College.

    Elizabeth was a finalist for the 2020 Wealth Professional Mackenzie Investments Award for Female Trailblazer of the Year.

    Elizabeth is a firm believer of living a frugal and disciplined life and wants to make frugality fashionable for everyone.

    Moderator:

    Pat Dunwoody,
    Financial Services Executive & QCC Board Director

    Pat Dunwoody is a client-focused executive who brings a strategic perspective while developing quality initiatives. Her career was built on operational excellence & situational leadership while mentoring others around her.

    She has spent over 30 years leading and helping organizations like Fidelity Investments, Invesco and industry-level committees to improve their efficiencies and customer service.  Currently, she is the Executive Director of the Canadian ETF Association.

    Pat collaborates with organizations across Canada to assist them with coaching emerging leaders, and their teams through development programs that increase awareness, productivity and engagement, to further their organizational goals.  She believes that every individual and every team can succeed if given the right support.

    She is also very involved in her community spending seven years as the Board Chair of Community Living Dufferin and is currently a Board member of Prosper Canada and QCC.

    • February 22, 2023
    • 7:00 PM - 8:30 PM
    • ZOOM virtual event
    • 0
    Join waitlist


    "That’s the thing about books. They let you travel without moving your feet.” – Jhumpa Lahiri

    You are cordially invited to join QCC Virtual Book Club. Please only register if you wish to participate, the space is limited! 

    Our book selections are made thoughtfully, in hopes to inspire meaningful conversations, create discussions that offer new perspectives, and allow for stronger connections with other QCC members in your community.

    1. Register to join before Friday, September 30th  and receive a link to vote for your favorite books.
    2. A shortlist of chosen books will be announced on October 3rd.
    3. Book club discussions will be held at 7:00 PM EDT on: 
    • Wednesday, January 11, 2023
    • Wednesday, February 22, 2023
    • Wednesday, March 22, 2023




      This is a QCC member-only program. If you would like to invite a friend or family member, they must first become a member. Click here to join today!

      • February 23, 2023
      • 7:00 PM - 8:30 PM
      • ZOOM virtual event
      • 0


      "That’s the thing about books. They let you travel without moving your feet.” – Jhumpa Lahiri

      You are cordially invited to join QCC Virtual Book Club. Please only register if you wish to participate, the space is limited! 

      Our book selections are made thoughtfully, in hopes to inspire meaningful conversations, create discussions that offer new perspectives, and allow for stronger connections with other QCC members in your community.

      1. Register to join before Friday, September 30th  and receive a link to vote for your favorite books.
      2. A shortlist of chosen books will be announced on October 3rd.
      3. Book club discussions will be held at 7:00 PM EDT on: 
      • January 12, 2023
      • February 23, 2023
      • March 23, 2023




        This is a QCC member-only program. If you would like to invite a friend or family member, they must first become a member. Click here to join today!