Building a Foundation for Investing
Registration is now closed. For more information contact firstname.lastname@example.org
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.
Who should attend
Executives, board members, financial officers
What you will learn
By the end of the 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
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.
Manager, Client Services
Encasa FinancialJohn 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.
June 24, 2021
6/24/21 12:00 pm - 6/24/21 1:30 pm
Free for members Free for non-members