Understanding Investment Options for Your Business

Description

• Savings accounts
• Guaranteed Investment Certificates (GICs)
• Market Based (e.g.: stocks, bonds, mutual funds)
• Capital investment (e.g.: Real Estate)

• Purpose of the funds
• Risk tolerance
• Time Horizon
• Liquidity 
• Costs
• Values (e.g.: SRI)  

• Business Owners/Managers 
• Executive Directors
• Financial controller/Finance Officers/Bookkeepers
• Board of Directors 
• Treasurer

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ABOUT OUR SPEAKER:

Jeffrey Patteson ABL
Pronouns: he/him/his
Community Account Manager
Assiniboine Credit Union

Jeffrey 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.

Education and Credentials:

• Accredited Business Lender through CUIC/Dalhousie University
• Founder and the inaugural chair of the Assiniboine Emerging Leaders Committee

Throughout 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.

Reach Jeffrey at:
204.258.3348
jpatteson@acu.ca