Financial Foundations

Join us for Financial Foundations, a free virtual panel discussion designed to help you feel confident about your money decisions. This beginner-friendly event brings together three financial experts who will share insights, answer your questions, and break down the basics of smart money management.

We’ll cover key topics like:

• Budgeting that actually works

• Managing and reducing debt

• Getting started with investing

• Understanding insurance essentials

Whether you’re saving for the future, tackling debt, or just starting out, this is your chance to get real advice from real experts in a relaxed, interactive setting.

Speakers: 

Patricia French Master of Science (MSc), Family Ecology and Practice

Patricia is a Financial Counsellor and Professional Human Ecologist with 20 years of experience helping individuals and families plan for their financial goals. She specializes in guiding people through challenges and building practical strategies to stay on track. As a Pre-retirement Educator and University Instructor, Patricia empowers others with the knowledge and confidence to navigate the financial road ahead.

Sarah McPhee Associate Investment Advisor, BA, Metric Financial, iA Private Wealth

Sarah is a graduate of the University of Alberta and has worked in the investment industry for over 15 years. She originally started in an administrative role and has worked in numerous roles before becoming a licensed advisor. She focuses on personalized financial planning and long-term wealth building. Sarah is passionate about helping clients feel confident and in control of their financial future.

Marius Ly Associate Investment Advisor, Metric Financial, iA Private Wealth and Insurance Advisor*, iA Private Wealth Insurance

Marius has over 15 years of experience in the investment industry and believes everyone needs a clear roadmap to financial success. He creates tailored financial plans and provides insurance and portfolio guidance to help clients reach their goals. Marius is dedicated to simplifying finance and empowering clients to make confident decisions about their future.

Panel will be moderated by Shannon Straathof Investment Advisor, MBA CFP®, Metric Financial, iA Private Wealth

*Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.