A Joint Event of CAGP-Vancouver & EPC Vancouver
With our connected goals of empowering professionals to facilitate strategic philanthropy through estate planning we are pleased to provide this free joint event.
Despite chatter about inflation, Canada continues to experience historically low interest rates. These low rates have a real impact on charities as well as organizations managing endowments. This event will explore this impact to support professionals in making strategic decisions about the charities and endowments they work with.
This event is free, but registration is required. Learn more about the Estate Planning Council of Vancouver
SPEAKERS
The event will feature the following speakers from Connor, Clark & Lunn Private Capital
JoAnne Mulligan - Vice President
JoAnne has over 30 years of experience in the investment management industry, having held senior executive positions with national investment and advisory firms.
Steve Gibson - Vice President
Steve has more than eighteen years of experience in the investment industry, during which time he has developed strong, effective working relationships with many clients while helping them to make informed investment decisions.
Angela Huck - Vice President
A seasoned investment professional, Angela has nearly two decades of experience working with clients. Prior to joining the firm, she worked with prominent multi-national investment firms developing and implementing investment and financial planning strategies for entrepreneurs and private clients.
This session has been approved for 1 CFRE Point.
Learn more about earning your CFRE by visiting the link below.
