Uplift, empower, advance. When women in business come together, what is it they can’t achieve? Facilitated by experienced female leaders in the local business community, come together with others to address barriers, create solutions, and break them! New opinions and ideas from outside perspectives will be discovered, while action plans and new connections will be formed.
This month’s topic: 7 Areas to Spruce Up Your Finances in 2021
New year, new you!
We know, we know – the motto ‘new year, new me’ sounds so cliché, and with 2020 being the year it was you may be thinking, will anything really change in the new year? The answer is YES! Sandbox has your first look at what YOU can do to make 2021 the best it can be.
The beginning of the new year is often a time to turn a new financial leaf: make a budget; pay down debt; save more. That’s all commendable, but these good intentions are mostly forgotten by, say, mid-February. A better idea is to take stock of your entire financial situation. Review what’s important and prioritize the items you need to take action on.
In this virtual session learn from Robyn Thompson, President & Founder of Castlemark Wealth Management, as she guides us through 7 areas you can spruce up your personal finances in 2021. Topics explored include:
- Financial Planning
- Protecting What’s Important
- Tax Planning – Keeping What’s Yours
- Giving Your Kids A Head Start In Life
- Estate Planning
- Getting Help
Guest Speaker: Robyn Thompson, President & Founder of Castlemark Wealth Management
CNNX Champion Facilitators: Danielle Lazarevska, Managing Director, Sandbox Centre & Joanne McPhail, Co-Managing Partner & Chief Innovation Officer, Barriston LLP
Date: Thursday, November 26, 2020
Time: 2:00pm – 3:30pm, virtual webinar
FREE registration to SBX Members with member code!
Interested in seeing what this CNNX group has to offer? We may be able to give you the secret knock… Email firstname.lastname@example.org for more info!
Facilitators & Presenters:
Robyn Thompson, Guest Speaker
Robyn K. Thompson is a seasoned wealth management advisory professional and founder of Castlemark Wealth Management Inc., a boutique fee-for-service financial advisory firm serving the wealth management needs of high net worth families and individuals.
She has a depth of experience that includes many years of personal and family financial planning for both individual and family clients, with an extensive background in advising clients on how best to establish and integrate investment portfolios into an overall lifetime plan that also includes tax, retirement, and estate planning. She has appeared regularly as a financial expert in a variety of media channels, including CTV Your Morning, BNN Bloomberg Advisor, CityNews Channel, GlobeInvestor, CHCH Morning LIVE.
She is a regular contributor to Fund Library, and her work has also been featured in The Globe and Mail’s “Financial Facelift” column, The Toronto Star’s “Money Makeover,” Golden Girl Finance, Yahoo! Canada Finance, and Shaw Connect Investing.
Danielle Lazarevska, Managing Director, Sandbox Centre
Danielle is the Managing Director at the Sandbox Centre. She’s passionate about building effective and long-lasting partnerships and has a great record of collaborative success demonstrated by working with iconic brands such as Nordstrom, Holt Renfrew, Fossil, Walgreens and Marriott. Danielle has a strong background in business development and partner marketing as well as in leading teams implementing high growth business strategies.
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Joanne McPhail, Co-Managing Partner, Barriston LLP
Sandbox Board Member |Chair
Joanne is Co-Managing Partner of Barriston LLP and a Certified Specialist in Corporate Commercial Law. She is also an angel investor, property investor/developer and entrepreneur. Joanne has a passion for anything business-related and team-driven and is thrilled to be part of the creation of the Sandbox. Joanne firmly believes that “if we build it they will come” and is so excited to participate in all that the Sandbox has to offer, as a sponsor, speaker, eager collaborator and lifetime learner.
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