Whether you’re just starting your financial journey or looking to strengthen your understanding of everyday banking, this session will provide a foundation for managing your money with confidence.
We’ll explore the key products and services offered by financial institutions, including chequing and savings accounts, debit and credit cards, online banking, loans, and investments. You’ll also learn practical skills such as budgeting, understanding fees, & building credit.
By the end of this session, you’ll have a better understanding of how banking works and the tools available to help you make informed financial decisions and achieve your financial goals.
Financial literacy is not about how much money you make, but how effectively you manage the money you have. Let’s get started!
About the presenter:
I am a proud wife and mother of three children, including two boys, ages 10 and 8, and a daughter. Originally from Ontario, I have called Nelson, British Columbia home for the past 15 years.
My career in financial services spans nearly 15 years. I spent 10 years with BMO before joining the credit union system, where I have worked for almost five years. In my current role as a Member Service Engagement Representative, I am passionate about helping members achieve their financial goals and build confidence in their financial futures. I also enjoy teaching financial literacy, empowering individuals and families with the knowledge and tools they need to make informed financial decisions.
Outside of work, I love staying active through running and spending time at the beach with my family. Whether I’m helping members navigate their finances, teaching financial wellness, or enjoying the beautiful outdoors, I am passionate about building meaningful connections and making a positive impact in my community.