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DTSTART:20220223T150000Z
DTEND:20220223T160000Z
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SUMMARY:Understanding Investment Options for Your Business
DESCRIPTION:This session is being delivered to allow engagement through Q&A. If you find yourself asking\, what should I do with my surplus cash? This seminar is for you! \n\n \n\nWhat are the options to consider investing surplus cash and what are their pros and cons? \n\n\n	Savings accounts\n	Guaranteed Investment Certificates (GICs)\n	Market Based (e.g.: stocks\, bonds\, mutual funds)\n	Capital investment (e.g.: Real Estate)\n\n\nWhat are some of the considerations when choosing an investment?\n\n\n	Purpose of the funds\n	Risk tolerance\n	Time Horizon\n	Liquidity \n	Costs\n	Values (e.g.: SRI)  \n\n\nWho Should Attend?\n\n\n	Business Owners/Managers \n	Executive Directors\n	Financial controller/Finance Officers/Bookkeepers\n	Board of Directors \n	Treasurer\n\n\nABOUT OUR SPEAKER:\n\n\n\nJeffrey Patteson ABL\n\nPronouns: he/him/his\n\nCommunity Account Manager\n\nAssiniboine Credit Union\n\n\n\nJeffrey helps small and medium sized businesses\, non-profits and co-operatives with their banking\, investing and borrowing needs. He give them loans that they need to operate and grow their business and he goes the extra mile for members that he serves. He's the type of person that will meet members at their place of business\, attend their annual meetings and other events so that he can provide the best financial advice possible. Jeffrey started in financial services in 2001 with a chartered bank as a Personal Financial Advisor and switched to ACU in 2007 after an extensive search for an employer with a better values fit. Jeffrey values integrity\, trust\, and respectful relationships\; and chooses to work at ACU because it is a business that shares these values. Outside of work he is a Star Wars nerd and very involved in the local music festival scene. He is an avid volunteer for organizations like CEDNet\, Rainbow Trout Music Festival\, Winnipeg Folks Festival\, and Local Investment Towards Employment\, to name a few.\n\n\n\nEducation and Credentials:\n\n	Accredited Business Lender through CUIC/Dalhousie University\n	Founder and the inaugural chair of the Assiniboine Emerging Leaders Committee\n\nThroughout his career\, his goals have remained consistent: to find the balance between member's needs and the needs of ACU. If you think you'd like to work together\, call Jeffrey today.\n\n\n\nReach Jeffrey at:\n\n204.258.3348\n\njpatteson@acu.ca
X-ALT-DESC;FMTTYPE=text/html:<div>This session is being delivered to allow engagement through Q&amp\;A. If you find yourself asking\, what should I do with my surplus cash? This seminar is for you!&nbsp\;<br />\n&nbsp\;</div>\n\n<div><strong>What are the options to consider investing surplus cash and what are their pros and cons?&nbsp\;</strong></div>\n\n<ul>\n	<li>Savings accounts</li>\n	<li>Guaranteed Investment Certificates (GICs)</li>\n	<li>Market Based (e.g.: stocks\, bonds\, mutual funds)</li>\n	<li>Capital investment (e.g.: Real Estate)</li>\n</ul>\n\n<div><strong>What are some of the considerations when choosing an investment?</strong></div>\n\n<ul>\n	<li>Purpose of the funds</li>\n	<li>Risk tolerance</li>\n	<li>Time Horizon</li>\n	<li>Liquidity&nbsp\;</li>\n	<li>Costs</li>\n	<li>Values (e.g.: SRI)&nbsp\;&nbsp\;</li>\n</ul>\n\n<div><strong>Who Should Attend?</strong></div>\n\n<ul>\n	<li>Business Owners/Managers&nbsp\;</li>\n	<li>Executive Directors</li>\n	<li>Financial controller/Finance Officers/Bookkeepers</li>\n	<li>Board of Directors&nbsp\;</li>\n	<li>Treasurer</li>\n</ul>\n\n<hr /><strong>ABOUT OUR SPEAKER:<br />\n<br />\nJeffrey Patteson ABL</strong><br />\nPronouns: he/him/his<br />\nCommunity Account Manager<br />\nAssiniboine Credit Union<br />\n<br />\nJeffrey helps small and medium sized businesses\, non-profits and co-operatives with their banking\, investing and borrowing needs. He give them loans that they need to operate and grow their business and he goes the extra mile for members that he serves. He&#39\;s the type of person that will meet members at their place of business\, attend their annual meetings and other events so that he can provide the best financial advice possible. Jeffrey started in financial services in 2001 with a chartered bank as a Personal Financial Advisor and switched to ACU in 2007 after an extensive search for an employer with a better values fit. Jeffrey values integrity\, trust\, and respectful relationships\; and chooses to work at ACU because it is a business that shares these values. Outside of work he is a Star Wars nerd and very involved in the local music festival scene. He is an avid volunteer for organizations like CEDNet\, Rainbow Trout Music Festival\, Winnipeg Folks Festival\, and Local Investment Towards Employment\, to name a few.<br />\n<br />\nEducation and Credentials:\n<ul>\n	<li>Accredited Business Lender through CUIC/Dalhousie University</li>\n	<li>Founder and the inaugural chair of the Assiniboine Emerging Leaders Committee</li>\n</ul>\nThroughout his career\, his goals have remained consistent: to find the balance between member&rsquo\;s needs and the needs of ACU. If you think you&#39\;d like to work together\, call Jeffrey today.<br />\n<br />\nReach Jeffrey at:<br />\n204.258.3348<br />\n<a href="mailto:jpatteson@acu.ca">jpatteson@acu.ca</a>
LOCATION:Online via Zoom
UID:e.2532.298
SEQUENCE:3
DTSTAMP:20260509T014606Z
URL:https://www.assiniboiachamber.ca/events/details/understanding-investment-options-for-your-business-298
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