POWER LUNCH: Building Wealth in Uncertain Times
Join Shane Kennedy The Co-operators Financial Investment Services Inc. and Tom Wile VP NEI Investments for an informative and interactive session on Building Wealth In Uncertain Times - Balancing short-term volatility with long-term opportunity.
Tom will provide a recap of 2022 markets, why responsible investing and a 60/40 strategy makes sense as well as thoughts on the road ahead.
Lunch will be provided. Bring your questions and invest with confidence with the Co-Operators Financial Investment Services Inc.
Presented by:
About the Presenters:
Shane A. Kennedy, BBA
Agency Owner/Financial Advisor | Cooperators
Shane Kennedy returned to NS in 2020 after a 10-year absence. He has over 25 years of Financial Services Experience and in 2021 joined the Cooperators as an agent embarking on a new journey of entrepreneurship. Shane and his team specialize in full-service insurance and wealth solutions for Small Businesses looking for advice and personalized service. They are locally owned and operated and invested in the community.
Shane volunteers with ISANS, is active with Financial Literacy Awareness and started a Business-to-Business Networking to support #buylocal. The team is passionate about Metal Heath and Children’s Hospital. Shane, his wife Melissa and 2 girls couldn’t be happier to be back home and part of the growth happening in Nova Scotia.
Tom Wile
VP, NEI Investments
As a 25+ year investment professional Tom’s primary focus is as the subject matter expert in Atlantic Canada in the area of Responsible investing. He assists advisors integrating these concepts in their advisory practice & educating clients.
Tom is a Halifax Native with two grown kids, one a financial advisor and the other an ESG specialist with a global firm.
Tom has chaired the investment committee at the NS Community College for the last 10 years overseeing the investment strategy for their $28M pool of capital. He is a Chartered Investment Manager and a Responsible Investment Specialist. Tom recently completed the CFA Institute ESG Accreditation.
Tom has been with NEI for 8 years. Some know Tom via a 20 year ‘side hustle’ that he had called ‘Tom’s Little Havana’ which he sold in 2017.
Would you like to host your own Power Lunch?
Teach members about an interesting or informative topic within your industry.
Reach out to Sandra Thomson, Event Specialist to find out how: sandra@halifaxchamber.com
Event Sponsors
Date and Time
Tuesday May 16, 2023
12:00 PM - 1:30 PM ADT
Tuesday, May 16
12:00 PM -1:30 PM
Location
Halifax Chamber of Commerce Building
32 Akerley Blvd, Dartmouth NS B3B 1N1
Fees/Admission
Free for Members - RSVP Required
$25 for Future Members
Limited Seating Available
Light Lunch Provided
Contact Information
Sandra Thomson
Event Specialist
(902) 481-1229
Send Email
Printed courtesy of www.halifaxchamber.com – Contact the Halifax Chamber of Commerce for more information.
32 Akerley Blvd Suite 100, Dartmouth, NS B3B 1N1 – (902) 468-7111 – info@halifaxchamber.com