Periodontal Regeneration: What’s in your Toolbox?
September 16, 2020
2300 Yonge Street, Suite 901, Toronto ON
3 CE Credits Course Description: The regeneration of tooth-supporting structures which have been lost as a consequence of periodontal diseas...More details
Jamie Keenan is passionate about building financial intelligence and is on a mission to increase confidence among eager investors. With a background in economics and marketing, she provides a fresh approach to financial management. Jamie delivers an empowering session: What’s it Worth – how to navigate the world of personal wealth management.
1. Choosing the right fit – Do it Yourself, Wealth Advisors, Financial Planners etc. So many choices. What’s the difference in skill set and what makes sense for you and your family?
2. Asking the right questions – what should you ask when interviewing a Financial Professional?
3. Transparency around fees – understanding how you pay your Advisor.
Jamie is passionate about building financial intelligence and is on a mission to increase confidence among female investors.
With a background in economics and marketing, she provides a fresh approach to client service and financial management. Quoted in Women of Influence Magazine, author of Cents and the City and Speaker at various events across the city, Jamie has built a strong reputation within the Capital Markets industry. Jamie is viewed by her clients not only as a highly effective and credible source for all things financial, but as an approachable and trusted Advisor.
Jamie’s team acts as a Financial Concierge for the modern day investor, handling all aspects of the financial journey. She helps define client experiences (relationship, health, self and career) and how they relate to financial success. By developing customized roadmaps for each of her clients, Jamie helps set actionable goals and builds investment portfolios specific to individuals and/or family’s risk tolerance and time horizon. With several year’s experience within wealth management, Jamie also advises on estate planning, insurance and tax savings strategies.
Jamie Keenan joined BMO Nesbitt Burns in 2007 as an Investment Advisor and Life Insurance Advisor. She is part of a family team (www.thekellyinvestmentgroup.com) with over 35 years of combined investment experience.
Prior to joining BMO Nesbitt Burns, Jamie worked at BMO Financial Group as Assistant Manager of Corporate Sponsorships and Strategic Marketing Alliances. Her Marketing background coupled with a Honours Bachelor of Commerce degree at the University of Guelph brings a fresh approach to client service and investment strategy.
Wednesday April 26th, 2017, 06:00pm - 09:00pm
$99.00 plus taxes
2300 Yonge Street #901