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Virtual Workshop - Addressing Financial Concerns for Seniors

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Kevin Maynard
Vice-President and COO @Canadian Foundation for Economic Education
Kevin has worked with CFEE in various capacities since 1998, primarily as Chief Operating Officer and most recently as primary project facilitator for “Managing Your Money In Canada, a series of financial literacy workshops developed for seniors, newcomers and recent immigrants to Canada. He has been a key member of a number of CFEE project teams responsible the development and execution of CFEE programs. He has primary responsibility for coordinating school board liaison with CFEE and its variety of youth oriented financial literacy programs. Kevin is a Career Coach to newcomers and a public speaker to students in career exploration settings. He is a governor and treasurer of the Canadian Career Development Foundation. Kevin and his partner Jeff enjoy sailing in their spare time from their home base at the Port Credit Yacht Club.
Billy Xu
Consultant @IG Wealth Management
Since joining IG Wealth Management in 2014, as a Qualified Associate Financial Planner, Billy’s vision has been striking to be the best financial planner, servicing the long-term needs of his clients. Focusing on holistic life planning and investment management, he continues to demonstrate values to his clients over time. He believes in quality in delivering variety of customized financial solutions to his clients. As a member of the community, Billy has been working with numerous non-profit organizations and public communities, such as Alzheimer Society of BC, Immigrant Services Society of BC and Lower Mainland Public Libraries, to deliver financial planning knowledge.