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Webinars
Online public workshops and webinars that teach personal finances
About Tandia's Free Webinar Sessions
Learn about investing, financial management, budgeting, retirement readiness, wills and more. Attend these live webinars from your laptop, computer or mobile device. Our webinars are scheduled with your convenience in mind and each topic is offered in English throughout the year.
2022 Fall Market Outlook Webinar: Featured Guest Speaker Judith Chan
Member Webinar - Wednesday October 5, 12:30 - 1:30pm
Q3 Market Outlook webinar hosted by Qtrade Advisor and Qtrade Asset Management at Tandia and NEI Investments, as we focus on the latest forces moving the markets, economic developments, and the outlook for the months ahead. This webinar will provide insights and perspectives on Global Markets from the Portfolio Management team at NEI.
NEI Investments is Canada’s leader in Responsible Investment funds and portfolios and is part of Aviso Wealth. Our credit union partners with Aviso Wealth to deliver wealth management services to our members.
A View from the Top: Economic Update and Market Outlook with Mackenzie Investments
Member Webinar - Speaker Series III - September 9th 12:30pm - 1:00pm
In session 3 of 4 in our Wealth Webinar Series, join us and Paul Taylor, Vice President, Investment Management from Mackenzie Multi-Asset Strategies for a 30-minute lunch time webinar presentation covering a macro economic overview of the stock and bond markets along with interest rates. Paul will also provide Mackenzie’s outlook going forward.
From Estate Planning to Estate Doing
Member Webinar – Summer Speaker Series II – July 21st 12:30-1:00 pm
In session 2 of 4 in our Summer Webinar Series, join us and Doug Carroll, a Tax and Estate Specialist from Aviso Wealth Inc. for a 30-minute lunch time webinar presentation on this important aspect of financial planning, because you don’t have nine lives to figure it out.
Estate planning is more than simply ‘who gets what’. It gives you a chance to think about who you are, what matters to you, and most importantly, who matters to you. In this webinar, we’ll begin with the people, move on to the process and the key documents, and then canvas ways to save cost, time and taxes as you get going with your planning.
Listen in on this pre-recorded webinar to gain useful information to help you navigate through this uncertain time.
Navigating COVID-19 Market Conditions for Investors
Member Webinar – Wednesday June 3, 12:30 pm
Richard Davies, Tandia’s President & CEO invites you to join us and NEI Investments - Canada's leader in responsible investing – in a 30-minute lunch-time webinar presentation that will cover the impact that recent volatility has had on the markets and what that could mean for investing opportunities and challenges ahead.
Listen in on this pre-recorded webinar to gain useful information to help you navigate through this uncertain time.
Financial Clarity in times of Stress
Now more than ever, financial literacy and planning are critical for you and your family’s well-being.
Listen in on this pre-recorded webinar to gain useful information to help you navigate through this uncertain time.
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