During the meeting we will review the primary sources of our stress and explore how our relationship with money can affect our physical and mental health.
Join us for 45 minutes of insights and behind-the-scenes from financial experts:
Harcharan Upal: Mortgage Broker with Sherwood Mortgage Group
With over 19 year's experience in the mortgage industry, Harcharan brings a wholistic view of the mortgage application process for my clients. He also brings all of his past experiences with his clients in assisting them in their short term and long-term financial strategy. Whether you are purchasing your first home, an investment property, a second home for family, refinance your existing mortgage to open up additional cash flow, or save money upon renewal, I am able provide a viable mortgage solution for each individual client. Harcharan partners with 50 lenders, allow him to provide a product that best suits you.
Steven Taylor: He is an Investment and the Founder of Steven Taylor Wealth, part of National Bank Financial Wealth Management.
With 7+ years of public and private investment industry experience, Steven previously coached and structured investment portfolios for over 2500 advisors across Canada, advising on over $1B in investments. Steven’s proven approach is built on ‘evidence-based investing’, not ‘faith-based investing’ and provides rewarding results to clients at any stage of life. Steven gives his clients the necessary information and support to avoid common financial mistakes based on emotion and intuition.
Steven graduated with distinction from the Ivey Business School at Western University and is a CFA Level III candidate. Steven lives in downtown Toronto with his fiancé Shannon.
Bring all your questions and concerns to the meeting.
This webinar is the second in a three part series exploring how financial stress affects our health and what we can do about it.