Money might be a universal need, but how we relate to financial choices and experiences is unique. With Valentine’s Day approaching, Kevin, Sheena and Travis talk with Susan Coulson, Director of Special Accounts at First West Credit Union, about the relationships we have with money and how that knowledge can better our lives and our partnerships.
2:25 | What’s hot in money: An online forum and good intentions are shaking up the investment world.
8:00 | Expert Examination:
· What does it mean to have a relationship with money and why should we want to know?
· The money motivations that reveal your financial relationship status.
· How you develop your relationship to money.
· Ways that your, and your partner’s, financial motivations can impact your happiness.
· Should you try to change your relationship to money?
34:00 | Financial Fix: If you’ll be spending time reflecting on your partnership this Valentine’s Day, Sheena has an activity for you both that could deepen your connection.
If you have an undiagnosed financial concern or want to better understand a financial subject, send Kevin, Sheena and Travis your question at firstname.lastname@example.org, and we will consider it for a future episode.
YOUR WEALTHBEING HOSTS
B.Eng, CFA, CFP®, CIM, FCSI, CIWM
Senior Wealth Advisor | Senior Investment Advisor
Island Savings Insurance Services | Credential Securities
Travis has been serving the financial needs of members in the Credit Union system since 2007 and is one of the most accredited financial advisors in Canada. He holds the globally recognized Charted Financial Analyst (CFA) designation, passing all three tests on his first attempt. In addition he is a Certified Financial Planner (top 1% of his class), Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FSCI) and a Chartered Strategic Wealth Professional (CSWP).
Wealth Planning Specialist, Valley First
Sheena meets every client with a fervent desire to create a uniquely remarkable experience. As an accredited Certified Financial Planner, a Registered Retirement Consultant and a Responsible Investment Specialist, her array of knowledge and experience means that Sheena leave no question unanswered and no opportunity ignored. For people who seek help with retirement, education, investment, and succession planning, Sheena is a natural person to have on their team. Clients benefit from her strategic approach and “big picture” mindset that incorporates tax optimization ESG principals and integration.
Assistant Branch Manager, Envision Financial
When asked who has made the biggest impact in your life, does your financial advisor come to mind? If you've met Envision Financial Assistant Branch Manager, Kevin Lehman, he's likely in your top five personal game-changers. After attending the University of the Fraser Valley, Kevin sought new opportunities that led him to begin his career with Envision Financial, a division of First West Credit Union. And it is here that his "seize the day" approach to life propelled him to complete the Canadian Investment Funds Course, receive his mutual fund license and join the management team within five years. Today, as Kevin continues to pursue his Personal Financial Planner designation, he coaches a team of advisors to make a lasting impression on people's wellbeing.