WealthBeing
WealthBeing
Mar 11, 2021
Ep. 58 – What wealth means to women, with Angela Brown.
Play • 44 min

Women in Canada are gaining more control of accumulated financial wealth and that brings more opportunities and decisions. This week Kevin, Sheena and Travis talk with Angela Brown, Head of Brand Engagement and Storytelling at First West Credit Union, about how women have become more involved in their financial health, how to handle modern challenges, and other ways that women live a rich life.

1:50 What’s hot in money: The co-hosts explain what’s happening with five-year bond yield and mortgage rates.

8:45 Expert Examination:

·         How women’s relationship with money has changed over time.

·         Addressing income disparities.

·         Differences in debt.

·         Unique challenges in savings, investing and financial decision-making.

·         Women’s greater perception of wealth.

·         Additional resources.

42:40 Financial Fix: Knowledge is power, and this challenge will give you more of an advantage when making financial decisions.

If you have an undiagnosed financial concern or want to better understand a financial subject, send Kevin, Sheena and Travis your question at wealthbeing@firstwestcu.ca, and we will consider it for a future episode.


Our WealthBeing Hosts


Travis Koivula

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).

 

Sheena Sanders

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.

Kevin Lehman

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.

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