Foundations In Financial Literacy

Join the webinar, organized by the ACEC-Ontario Future Leaders Network, focused on building a strong foundation in financial literacy.

Financial decisions made early in your career can have a lasting impact on your long-term security and success. Whether you’re just starting out, growing your career, or planning major life milestones, understanding how to manage, protect, and grow your finances is essential. This session will provide practical knowledge to help you make informed financial decisions with confidence.

Led by Terra Financial, session will cover key topics, including:

• What is the role of a Financial Advisor, and how can working with one support you at your current stage of life?
• What investment types are offered in Canada, and how can tools like RRSPs, TFSAs, RRIFs, RDSPs, FHSAs, RESPs, non-registered accounts, and GICs be used effectively to achieve your financial goals?
• When is the right time to secure insurance? What do different insurance types (Life, Critical Illness, Disability, Travel) cover, and what is the right mix for you?
• Every financial situation is unique — how can you maximize yours to build long-term financial well-being?

If there’s a specific topic or question you would like the speakers to address, please email Valeriia Makarenko at vmakarenko@acecontario.ca in advance.

Who Should Attend?

• Emerging professionals, young engineers, and future leaders within ACEC-Ontario who are looking to strengthen their financial knowledge and plan confidently for major life and career milestones.
  
  Why Attend?
  
• Gain practical, Canada-specific insights on investing, insurance, and financial planning — and learn how to make informed decisions today to build long-term financial security.

Join us to strengthen your financial foundation and take control of your financial future with clarity and confidence!

Speakers:

Kathleen Cryderman is a Financial Advisor and Vice-President of Terra Financial

James Beecroft is a Financial Advisor and Branch Manager of Terra Financial

Gabrielle Boros is an Insurance Agent and Living Benefits Expert with Terra Financial

About Terra Financial
Terra Financial delivers personalized financial planning designed to support individuals and families through every stage of life. Our experienced team provides comprehensive personal financial planning, investment and retirement strategies, including RRSPs, TFSAs, RRIFs, RDSPs, FHSAs, Non‑Registered accounts, RESPs and competitive GIC solutions through our dedicated GIC department. We also assist with pension transfers using LIRAs, LRSPs, and LIFs for individuals and Group Investment strategies for businesses.

In addition, we offer a full range of insurance solutions, including Life, Critical Illness, Disability, and Travel Insurance for individuals and Group Health Benefit plans for businesses.

To better serve their clients, they have partnered with trusted professionals—TFC Accounting and Bookkeeping for personal tax filings, ONYX Professional Corporation for T2 filings and more complex accounting matters, Ericksons LLP for legal services, and Mortgage Brokers City for mortgage solutions.

All services are conveniently located at one location in Cornwall, ON, serving clients throughout Ontario and working collaboratively on your behalf to protect, grow, and strengthen your long‑term financial well‑being.