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- Upcoming workshop
- Topic: Interactive Kids Workshop: Let’s Talk About Money
- Time: July 13, 2025, 2:00 PM
- Location: Please contact liu.qian7485@gmail.com for details on the location.
- Speaker: Ms. Lisa Liu, Wealth Advisor at RBC Dominion Securities
- Ms. Lisa Liu, B.Comm. (Hons), CIM, PFP, Wealth Advisor & Associate Portfolio Manager at RBC
- School teaches us a lot—math, science, literature—all to prepare us academically for university and a good-paying job. But one important topic often gets left out: financial literacy. No one really talks to kids about their relationship with money, how to manage it wisely, or how to make it work for them through smart life and investment choices.
- Workshop under preparation:
- Topic: Getting acquainted with the healthcare system in Manitoba
- Time: TBD
- Speaker: TBD (seek recommendations from Rady faculty)
- Previous workshops:
- Topic 2: Retire Your Way: Dollars, Decisions, and Dreams
- Time: Dec 15, 2024, 2:30 PM – 4:00 PM
- Location: Please contact liu.qian7485@gmail.com for details on the location.
- Speakers:
- Dr. Qiang Zhang, Professor of Biological Engineering at the University of Manitoba
- Ms. Lisa Liu, B.Comm. (Hons), CIM, PFP, Wealth Advisor & Associate Portfolio Manager at RBC
- The session will address the following topics:
- Understanding pension benefits and estimating monthly income after retirement
- Choosing the right retirement timeline for you: Pros and cons of early vs. delayed retirement
- Strategies to increase investment returns in your pension account
- Topic 1: How do retail investors achieve wealth growth by trading?
- Time: Nov 15, 2024, 1:00 PM – 2:30 PM (1 hour presentation + 30 min Q&A)
- Speaker: Samuel Hao, Director and Associate Professor, Warren Centre for Actuarial Studies and Research, Asper School of Business, University of Manitoba
- Highlight: Rationales for investment portfolio building; personalization of investment portfolios