Location

Suite Success
411 Huron Road # 5
Barrie , ON
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Date & Time

February 22, 2018
6:30 – 9:00 PM 

Cost

$35 members
$40 non members
cancellation policy

Join us on February 22 to hear from financial experts on insurance needs, investment options and banking arrangements available for entrepreneurs.

Dinner included.

Please Note that you must
pre-register for this event.

Victoria Ptasiuk

Business Account Manager, RBC

Victoria grew up in a self-employed family and experienced the trials and tribulations that self-employed families go through. After starting in retail banking she made a conscious decision to move into business banking to help support our local entrepreneurs and community through advocacy and advice. Victoria prefers to focus on the why and how of business banking, with long term strategies aligned to the clients goal. Every entrepreneur has a “someday” and she concentrates on helping them reach that goal. Mother of 2 (soon to be 3) Victoria is also active in her community volunteering with Simcoe Community Services and Girl Guides.
Sarah Taylor

Sarah Taylor

Financial Planner, TD Wealth

I am a financial planner that helps articulate your goals and visions into concrete plans with focus on investment management and minimizing taxation. I have been helping families for over 8 years and am passionate about empowering clients to know more about their finances. You will not only achieve your goals but will learn along the way.
Kristen Rayner

Kristen Rayner

Estate and Insurance Advisor, National Bank Insurance

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Cancellation Policy: Refunds or credits will only be issued if the reservation is cancelled 72 hours prior to the event. An administration fee of $10 will be charged for any refund or credit processed.

Suite Success