Nicola Wealth Management

Financial Mentorship Program

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Latest Update: With a new year underway, NWM is once again offering the Financial Mentorship Program for young professionals. Starting at the beginning with Session One on Tuesday, March 16, our advisors will discuss the early choices you can make to get your finances started on the right foot!

With new careers on track and higher incomes that offer growing possibilities, many young professionals such as yourself are excited to move upward and onward.

Unfortunately, those possibilities also come with a large and looming world filled with acronyms like CCRA, RRSP and TFSA. How does one make sense of it all, let alone put together a "financial plan?"

That question is exactly why Nicola Wealth Management has started the Financial Mentorship Program.

We are offering a series of recurring boardroom sessions which clearly explain the fundamentals of starting a financial plan and simplify the more complex aspects of wealth building. Our team of advisors will discuss each topic in an open forum with a Q+A period to follow.

SESSION 1 - Getting Good Advice Date & Time: Tue, Mar 16, 6pm Topics:   • What is an Advisor?   • Making a Budget: debt, owning vs. renting   • Getting Started: simple saving options, making saving a part of your      budget Charity benefitted: www.streetohome.org
SESSION 2 - The Basics of Investing Date & Time: Tue, Apr 20, 6pm Topics:   • What is an Investment Portfolio?   • Investment Risk: volatility, market timing   • Habits of Ineffective Investors: "I am my own worst enemy" Charity benefitted: www.streetohome.org
SESSION 3 - Building Your Financial Plan Date & Time: Tue, May 18, 6pm Topics:   • Life Risks: The what ifs - having a solid plan means more than just having      investments   • Tax Minimization: the importance of having a well structured financial plan   • Using What We've Learned: putting it all together Charity benefitted: www.streetohome.org
Location: These boardroom sessions will be held at our NWM office: 5th Floor, 1508 West Broadway (@ Granville), Vancouver BC, V6J 1W8

Our Offer With the time and expertise of up to four financial planners, sessions like these could be very costly. Instead, all we ask is for a suggested $25 donation per session to a charity we will outline prior to each presentation (tax receipts available) and, in turn, we will donate our time to help you.

Invite Others Feel free to invite others who would benefit from these sessions by clicking "Share" link at the bottom of the page or sending them this invite (PDF, 169KB).

RSVP Seating is limited for each session. Please RSVP to Lanie Collins at 604.739.6450 or lcollins@nicolawealth.com if you would like to attend.

For the latest event details, check this page regularly or join our Facebook group.

We look forward to seeing you soon and helping you achieve your financial goals.

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