My Financial Life
How to build wealth
Do you know what the differences are between your RSPs and TFSAs? How about your GICs and ETFs? Or your capital gains and dividend income? Take steps towards demystifying the financial world so you can lay the groundwork for growth. At this webinar featuring financial experts, we’ll explore different types of savings and investments to help empower your decision-making. Attend this upcoming session to learn how you can make your money work more effectively for you.
This webinar is presented by alumni UBC in partnership with TD Insurance.
Speakers
Louise S. Fry, BCom ’94, FEA, PFP — Senior Investment Advisor, TD Wealth Private Investment Advice
Ryan Ormerod, BA ’09, CFA, CFP — Associate Portfolio Manager and Senior Investment Advisor, TD Wealth Private Investment Advice
Tuesday, March 12, 2024
12:00pm–1:00pm PT
Online
Open to everyone. Registration is required.
REGISTER NOWQuestions? Please contact alumni.events@ubc.ca.
Speaker Biographies
Louise S. Fry, BCom ’94, FEA, PFP
Louise S. Fry (BCom ’94) is a curious and intuitive advisor at TD. Her attention to detail and effective listening skills (plus her fluency in Cantonese, French, and Japanese) enables her to work collaboratively with clients and their network of professionals. She is regularly engaged with various community initiatives. Currently, she mentors younger professionals both within and outside of the TD network. She is also a member of the Women of Wealth (Pacific Region) and Female Advisor Council (national) communities at TD. She graduated from UBC in 1994 with a Bachelor of Commerce degree, and holds the Family Enterprise Advisor (FEA) designation.
Ryan Ormerod, BA ’09, CFA, CFP
In charge of investment research, strategy, and implementation for the Fry Ormerod Wealth Advisory Group (which is part of TD Wealth Private Investment Advice), Ryan Ormerod (BA ’09) is enthusiastic about wealth planning and portfolio construction. His energy is infectious and he has a gift for communicating clearly and effectively with clients and business collaborators. In addition to a Bachelor of Arts from UBC, Ryan is a CFA charterholder and also holds the Certified Financial Planner (CFP) designation.
We acknowledge that UBC’s campuses are situated within the traditional territories of the xʷməθkʷəy̓əm (Musqueam), Sḵwx̱wu7mesh (Squamish) and səl̓ilwətaɁɬ (Tsleil-Waututh), and in the traditional, ancestral, unceded territory of the Syilx Okanagan Nation and their peoples.
THIS PROGRAM IS MADE POSSIBLE BY THE PRESENTING PARTNERS OF FORWARD: THE CAMPAIGN FOR UBC
WITH ONGOING SUPPORT FROM THE ALUMNI UBC PILLAR PARTNERS
