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Financially Savvy, Financially Secure

Event date and time from Mar 11, 2026 06:00 AM Eastern Daylight Time to Mar 11, 2026 08:00 AM Eastern Daylight TimeMar 11, 2026 06:00 AM Eastern Daylight Time - Mar 11, 2026 08:00 AM Eastern Daylight Time

Event location CI Assante Wealth Management Ltd. 2020 TransCanada Highway, Suite 200, Dorval, QuebecCI Assante Wealth Management Ltd. 2020 TransCanada Highway, Suite 200, Dorval, Quebec

10 Things All Women Need to Know About Taking Control of Their Finances

Financial confidence doesn’t happen by accident — it starts with clarity, preparation, and the right guidance.

Join us for an engaging and interactive seminar designed to empower women with the knowledge and tools they need to take control of their financial future. Financially Savvy, Financially Secure explores how women think about money, why preparation is essential, and the three key foundations every woman needs to build lasting financial confidence.

 

During this session, attendees will gain:

  • Insight into their personal relationship with money
  • A better understanding of the importance of financial preparedness
  • Real-world advice tailored to today’s financial landscape
  • Four simple, practical steps to strengthen their financial well-being

Whether you’re just beginning your financial journey or looking to refine your strategy, this seminar will provide meaningful takeaways you can apply immediately.

 

Hosted by:
Heather Borrelli, Senior Wealth Advisor, CI Assante Wealth Management Ltd.
Jessica Tambasco, Investment Advisor, CI Assante Wealth Management Ltd.

 

Guest Speaker:
Gabby Gooding, Director, Advisor Development, Practice Management

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