On behalf of all Canadian chapters, Edmonton CREW is excited to have Trixie Rowein, Vice President, Portfolio Manager, PAX Portfolio Advisory of Raymond James Ltd. join us for an engaging presentation that provides tips on how to become more W.I.S.E. (Wealthy, Independent, Secure, Educated) when it comes to your finances and planning for the future.
Trixie will cover the difference between men’s and women’s financial goals; pandemic consequences; female financial independence – ways to achieve it; an overview of wealth management and estate planning; and more!
About our speaker:
Trixie Rowein, B.Comm., CFP, CIM, CPCA
Vice President, Portfolio Manager
PAX Portfolio Advisory of Raymond James Ltd.
Trixie has been empowering and guiding clients for 20 years at Raymond James helping them make smart decisions about their money. She specializes in advising clients going through a transition including retirement, loss of a spouse through death or divorce and transitioning wealth to the next generation. Having gone through a divorce herself Trixie understands that caring for clients’ well-being goes beyond money and that feelings matter just as much as finance.
Clients want to know they won’t outlive their money so they can have peace of mind and financial stability. Growing up in an immigrant family Trixie saw how money, if managed well, can provide long-term financial security. She graduated from the University of Alberta and values education - writing a weekly e-newsletter, in addition to hosting regular seminars.
This event is open to Canadian CREW Members only.
Registration Deadline: September 21, 2021
Other Canadian Chapter members are welcome. Please create or login to your MyCREW account to register and include in the notes which Canadian Chapter you are a member of.