Online Learning Events
OLE Pathway: Leadership

Building a Foundation for Investing

Whether your organization has many short-term financial goals or a few longer-term objectives, it is vital to incorporate a sound investment plan.

As a long-time BCNPHA Partner, Encasa Financial manages the investments of over 800 affordable housing providers. We understand how to work with the various challenges and opportunities housing providers face, and help them to develop strategic investment plans.

Investment Funds Advisor, Mike Ames and Manager, Client Services, John Osmond will be discussing investment planning, how investment solutions can benefit your organization, and answering your investment questions.

Details

Date:

June 24, 2021

Time:

12:00 pm - 1:30 pm

Cost:

Free

Member Cost:

Free

Who should attend

Executives, board members, financial officers

What you will learn

By the end of this session, participants will be able to:

  • Recognize the value of leveraging capital reserves
  • Understand the advantages of investment planning with Encasa
  • Know how to use investment products effectively
  • Adopt strategies to build upon their financial positions

Presenters

Mike Ames
Investment Funds Advisor
Encasa Financial, Worldsource Financial Management Inc.

Mike joined Encasa in 2018, bringing with him more than 10 years of financial experience. Prior to joining Encasa, Mike was an Assistant Branch Manager and Senior Financial Advisor at Envision Financial. Mike’s expertise includes investment management and client services.Mike holds a Bachelor of Business Administration and Entrepreneurial Leadership, and an Associate’s Degree in Business Administration and Management from Kwantlen Polytechnic University.

John Osmond
Manager, Client Services
Encasa Financial

John joined Encasa in 2013 and brings more than 20 years of experience in non-profit housing, including 5 years managing a Toronto-based non-profit housing provider. He worked for Housing Services Corporation from 2006 to 2012, managing Client Services.With a significant background in customer service-related roles in the hospitality and retail industry, John’s expertise includes client communications and project management.
FREE
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