Expert-Led Financial Sessions
Connect with industry professionals who bring decades of real-world experience to specialized budgeting and financial planning topics. Our sessions focus on practical knowledge you can apply immediately.
Advanced Portfolio Rebalancing Strategies
Learn sophisticated approaches to maintaining optimal asset allocation while minimizing tax implications. Marcus shares techniques he's developed over 18 years managing institutional portfolios.
- Tax-efficient rebalancing methods
- Threshold-based vs. calendar-based approaches
- Managing correlation changes in volatile markets
- Tools for tracking allocation drift
Behavioral Finance in Personal Budgeting
Discover how psychological patterns affect spending decisions and learn evidence-based techniques for building sustainable financial habits. Sarah's research at UBC forms the foundation of this practical session.
- Cognitive biases that derail budgets
- Designing accountability systems
- Using mental accounting effectively
- Breaking destructive spending cycles
Meet Your Session Leaders
Marcus Chen
With 18 years at TD Asset Management, Marcus specializes in risk-adjusted portfolio construction. He's particularly known for his work on dynamic hedging strategies and has authored research on correlation modeling during market stress periods.
Dr. Sarah Mitchell
Sarah's doctoral research at University of British Columbia examined decision-making patterns in personal finance. She now consults with financial institutions on designing products that work with human psychology rather than against it.
Upcoming Session Calendar
Estate Planning for Young Professionals
Jennifer Walsh walks through foundational estate planning concepts that many overlook until it's too late. Covers wills, beneficiary designations, and power of attorney basics.
Learn MoreReal Estate Investment Analysis
David Park shares his framework for evaluating rental properties, including cap rate calculations, cash flow projections, and market timing considerations specific to Canadian markets.
Learn MoreYear-End Tax Optimization Workshop
Final session of the year focuses on last-minute moves that can significantly impact your tax situation. Robert Kim covers RRSP contributions, capital gains harvesting, and charitable giving strategies.
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