Do you struggle to find a trusted source to learn more? Join us for our bi-weekly series: Demystifying Financial Planning.
Each session will last about 20 minutes, and we are aiming to bring more sense to a topic which often seems purposely confusing.
Demystifying
Financial Planning
Flatiron Wealth Management Webinar Series
About the Webinar
Do you find financial terms, acronyms
and concepts overwhelming?
Featured Speakers
Andrew H. Sheppard
Senior Advisor, Flatiron Wealth Management
Andrew Sheppard is a Certified Financial Planner, an industry leader, and a recognized advisor having owned businesses in Canada and abroad. Andrew truly believes in the mantra that it is not what you make, but what you keep. His financial planning focuses on finding efficiencies through tax minimization and cash flow management.
Jeff Carter
Lead Advisor, Flatiron Wealth Management
Jeff takes a holistic approach to financial planning. Working with his clients to understand their unique circumstances, Jeff’s goal is to help his clients understand their options so they can make informed, confident decisions. Before joining Flatiron Wealth Management, Jeff was a financial advisor at Sun Life Financial. He is currently working towards securing Certified Financial Planner and Chartered Life Underwriter designations. Away from the office, Jeff enjoys spending time with his wife, Colleen, and their two young sons.
Mark Davies
Senior Advisor, Flatiron Wealth Management
Mark Davies is married to his wife, Katie, and together they have 4 young boys. In the limited spare time that they have, they enjoy taking trips up North and watching movies together.
Mark is a Certified Financial Planner, and a Chartered Life Underwriter, making him one of the very few in the industry with both of those professional designations. Mark’s clients can expect to benefit from his expertise, as well as the that the Flatiron Team brings.
Stream Past Webinars
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Sign up today for the Flatiron Wealth Management Webinar Series.
Portfolio Management services are provided by Quintessence Wealth. Services such as financial planning, estate and retirement planning, are provided by Flatiron Wealth Management, a division of Quintessence Wealth.
Flatiron Wealth Management and Q Wealth Partners are trade names of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth.
The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.
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