Learn ways and options to effectively manage your money in Canada. 
 

Learn effective money management strategies and key features of financial planning in this workshop targeted towards new Canadians. Learn how to create a realistic budget, understand the difference between “good debt” and “bad debt”, and know where to go for support.

This session is provided by Chartered Professional Accountants or CPA Canada. CPA Canada is one of the largest national accounting organizations in the world and provides unbiased objective financial literacy education and information to Canadians to improve the overall state of financial literacy in Canada.

Gisella Theodore, a seasoned Chartered Professional Accountant (CPA, CMA), boasts an impressive career, spanning over fifteen years in the financial sector. Her expertise encompasses a broad spectrum of financial disciplines, including but not limited to, budgeting and financial reporting. Recently, she has expanded her professional expertise to incorporate comprehensive financial planning services.

In her capacity as a Senior Consultant at IG Wealth Management, Ms. Theodore collaborates with small business owners. She meticulously analyzes their financial circumstances and formulates strategic solutions to devise a comprehensive financial plan. This plan aims to facilitate the achievement of their business objectives by integrating insurance, investment, and tax planning strategies.

Ms. Theodore harbors a profound passion for assisting small business owners in their endeavors to safeguard, cultivate, and accumulate wealth. She firmly believes that these efforts contribute significantly to the strengthening of communities and, by extension, the enhancement of the economy. Her primary objective is to underscore the advantages of securing the financial future of her clients’ dependents, offering retirement solutions that ensure a single, comfortable retirement, and ultimately guiding them towards holistic financial independence.