Date: Tuesday, 27th of March 2018 2017
Location: SPE Conference Room Main Floor -715 5 Ave SW, Calgary
Time: 11:30 a.m.(Registration), 12:00 p.m.– 1:00 p.m. (Luncheon)
Cost: $10 Early Bird Pricing (until March 14th)
Speaker: Tom Stachiw, Investment Advisor, McLean & Partners
John Wilson, Manager of Retail Banking for Canadian Western Bank
Mikala James, Real Estate Agent with Century 21 Bamber
Buying your first home can be intimidating. In the third installment of our financial series we will have Mikala James and Jon Wilson walk through the entire home purchasing process. Mikala has been in the Real estate business for over 15 years, she will be able to shine some light on how you search for the house you want, and take you through the all the steps to close on that property. Jon has been in retail banking for 12 years, and will provide background on the steps and qualifications it takes to secure a mortgage. If you are looking to purchase a home in the next couple of years, this presentation will give you a leg up in the competitive real estate market.
About the Speaker:
Tom Stachiw: joined the Client Portfolio Management team at McLean & Partners in August, 2017. Tom works directly with clients, providing them expertise in managing and monitoring their investment portfolios to help them reach their financial goals. As a fellow young professional he is focused on helping raise the financial education of the most educated generation in history, Millennials. Tom has cut his teeth in the wealth management industry with Richardson GMP, Canada’s largest independent firm before making his way over to McLean & Partners. Tom is a Chartered Investment Manager (CIM), and is working towards his Certified Financial Planner (CFP) designation.
John Wilson After completing his undergraduate degree at the University of Lethbridge in 2006 he began my career in Retail Banking. Over the past 12 years he has held numerous roles in 3 different financial institutions. Currently Jon is the Manager of Retail Banking for Canadian Western Bank at the Calgary Main branch. Jon leads a team of 4 other retail banking specialists and manages a client portfolio for CWB. Jon’s focus is on the development of full client relationships. He believes in taking a holistic approach to his clients’ wealth management and financial needs. Jon offers knowledgeable advice with a specific focus on the best interests of his clients and their personal goals and aspirations. When not in the office you’re most likely to find him in a curling rink, on a golf course, or enjoying time with family.
Mikala James Mikala James is a full time Real Estate Associate with Century 21 Bamber, one of the largest real estate brokerages in Calgary. She is an award-winning agent and the Co-Founder of Meinzer & James Real Estate, a company of people who strive to make the Real Estate Experience seamless and fun. With over 15 years in the industry, and a life-time of living in Calgary, she has become an expert on the city’s diverse communities and has grown a tremendous network of colleagues she collaborates with to perfect the art of buying and selling Real Estate on behalf of her clients.!
Don't miss out and sign up today!
March 27, 2018
From 11:30 AM to 1:00 PM
||Main Floor - 715 5 Ave SW, Calgary|