The Atlantic Region Women’s Network is pleased to host a special virtual event on financial literacy and retirement planning on May 6, 2025.
Entitled ‘Your Financial Journey’, Theresa McArthur, Senior Investment Advisor with CIBC Wood Gundy, will be sharing tips on financial literacy including retirement and cash flow planning and creating financial plans and investment strategies.
This webinar will be delivered via Microsoft Teams. Registration is complimentary and will be opening soon!
About the Presenter
Theresa McArthur, BMus, PFP, CFP®Senior Investment Advisor
With a passion for building and nurturing relationships, I am an Investment Advisor with nearly 25 years of experience in the financial services industry.
My journey started with a Bachelor of Music degree which gave me the capacity to think critically through complex problems and issues. I spent numerous years working in bank branches in various roles from Advisor to Branch Manager before moving into the Financial Planning role. There I gained my PFP, CFP®, Advanced Retirement Strategies Certifications and Insurance licensing to round out my education and knowledge within the industry. I am currently working on my
CIM® (Certified Investment Management) designation.
My focus has been on creating financial plans and investment strategies that support the unique situations clients face. Other focuses include Insurance, Tax Management, Will and Estate Planning and Succession Planning for small business.
In my spare time I golf and curl with my husband and enjoy cheering our daughter on as she enters adulthood.
Event Details
Date: May 6, 2025
Time: 1 p.m. Atlantic Time
Virtual delivery via Microsoft Teams
Complimentary registration