The Academy
We are honoured to launch our Financial Academy, which will cover your main concerns, from your children’s financial knowledge to your own questions regarding some of your investments and financial peace of mind. We are initiating some financial literacy workshops, and with your feedback, we will target the greatest needs.
Find below the list of our workshops, contact us if you are interested in joining:
Financial Academy | Bobkowicz Advisory Team | National Bank Financial - Wealth Management
Wealth 101 for young adults:
For ages between 13 and 25. This workshop is based on Natalie Grignon’s book Wealth 101 for teenagers***. There is a total of 5 virtual sessions to attend and the topics range from budgeting to investments, to credit cards, and debt pros and cons.
Investment club for Women:
Exclusive for existing clients. The group meets on a regular basis to learn about strategic investing, including Equity, ETF’s and Options. Both Andrea and Natalie hold their Options-trading license. If there is growing external interest, based on demand, we may expand our sessions.
Income tax session for entrepreneurs:
An Information session with a representative from Revenue Canada. This session is virtual for about 90 minutes, and targets entrepreneurs who want to learn the best tips for a successful tax season.
Money and Investing:
Online or in-person workshops, open to all. Sessions have specific topics like how best to read an account statement or research document, financial discussions for couples, best income splitting ideas and more.
Social media
Be sure to take a look at my Youtube and LinkedIn accounts for up to date videos and documents pertaining to your financial wellbeing.
