Afternoon workshop: 1:15 to 3:00 p.m.
Can your co-op look forward to a strong financial future? Are your investment practices aligned with your mission and your short- and long-term goals?
Join Encasa Financial for an overview of capital planning and responsible investing. Learn how the right investment strategy is critical to good governance and sound management.
Part of our first virtual Fall Education Conference.
Facilitator Mike Ames is an Investment Funds Advisor, Encasa Financial Inc., Worldsource Wealth Management Inc.
Mike has over 14 years of financial services experience. He holds a Bachelor of Business Administration in Entrepreneurial Leadership, and an Associate’s Degree in Business Administration and Management from Kwantlen Polytechnic University. Mike is also a Qualified Associate Financial Planner™ with a strong understanding of investment management, client services, cash flow management, and financial planning. Over the past 2 years Mike has worked closely with Encasa Financial Inc. investors, all within the housing sector. He is passionate in the development of investment plans for providers in the co-operative and non-profit housing sector.
See the full list of workshop facilitators.