We believe everyone should have a safe, secure, and affordable home.
Strengthen British Columbia’s non-profit housing sector through advocacy, education, and support.
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More
Topic
Leadership
Format
Online Learning Event
Cost
Free Free for members
Event Dates
Start: Jun 24, 2021 End: Jun 24, 2021
Event Time
Start: 12:00 pm End: 1:30 pm
Venue
Online (Zoom)
Hosted By
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.
Executives, board members, financial officers
By the end of this session, participants will be able to:
Investment Funds AdvisorEncasa 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 ServicesEncasa 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.