Nobody likes the idea of being in debt. But there are times when it can give you the financial freedom to fulfill dreams that might not otherwise be possible. Too much debt, however, can stretch you beyond your means and lead to serious financial headaches. So how do you find your comfort zone? Start developing a debt-management strategy that makes sense. Our financial speakers will answer questions about managing student debt, using cash versus credit cards, renting versus owning, and investing versus paying down debt. You’ll also learn what to look for when seeking out financial advisors. Whether you’re in the red, in the black, or in the process of making a large financial decision, this event is for you.
This event took place October 30, 2013 at the Hotel Eldorado in Kelowna.
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2013-14 Event Series Sponsor:
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Rebecca Zandbergen – Host, CBC’s Radio West
Gladys Fraser – Branch Manager, Scotiabank
Stacy Yanchuk Oleksy – Director of Education and Community Awareness, Credit Counselling Society
Peter Solymosi, BCom’99 – General Manager, White House Mortgages
Rebecca Zandbergen comes to us from CBC Ottawa where she’s slid into the host’s chair on almost every program: Ottawa Morning, All in a Day, In Town and Out and Bandwidth.
She’s also a jack of all trades. She’s been up at 3:30 a.m. to read the news on Ottawa Morning, dashed off to a fire to deliver a live report, and filed for CBC Ottawa’s supper hour television program as well as CBC News Network.
Before her time at CBC Ottawa, Rebecca worked in CBC stations all over the country. Among other things, she’s covered the Yukon Legislature, bush fires in Alberta and Halifax’s art scene.
She also teaches journalism, most recently at Carleton University. She’s also taught at Algonquin College, the National University in Rwanda and the Cape Peninsula University of Technology in South Africa.
She’s also filed radio documentaries from Rwanda and South Africa.
Rebecca’s an avid runner, and enjoys traveling and blogging.
Gladys Fraser, MBA, PFP, AICB, STI is Branch Manager of Scotiabank’s main branch in Kelowna. Scotiabank is one of North America’s premier financial institutions, and Canada’s most international bank.
With over 25 years experience in banking, Gladys has strong expertise in financial services, team building, leadership, customer service and risk management. As a branch manager, she serves as Financial Services Manager, Personal Financial Planner and Business & Professional Banking Advisor. She plays an active role in recruitment and development of staff for the branch network and liaises with community organizations to ensure Scotiabank is a socially responsible contributor to the community.
She received her MBA from Dalhousie in 2006 and her PFP (Personal Financial Planner) designation in 1999. She is currently a Director of the Kelowna Chamber of Commerce.
Stacy Yanchuk Oleksy is the Director of Education and Community Awareness for the Credit Counselling Society. The Credit Counselling Society is a registered, nonprofit service for consumers. Since opening in 1996, they have helped over a quarter million people across Canada learn how to solve debt problems, manage money better and use credit responsibly.
Stacy is a dynamic and passionate facilitator and loves to inspire people to manage their money with humour and kindness. Stacy has her Master’s degree, is a certified Coach and has taught courses at UBC and UFV. She likes to spend her personal time reading, camping, and traveling with her husband.
Peter Solymosi is the dynamic, behind-the-scenes manager of operations at White House Mortgages. For almost 5 years he has brought together the brokers of White House Mortgages with lenders and industry experts through education, caring, and support. Each broker is part of the White House Mortgages family, and that feeling extends to all of their clients and future clients. Peter has helped create an environment which allows the White House Mortgages team to provide the extra attention that clients expect when making some of the largest borrowing decisions of their lives.
Peter is also a partner with his wife, Sue Solymosi, in mortgage origination and brokering. They work together to provide their clients the best mortgage experience possible. Whether it’s quick and simple or detailed and educational they provide the level of mortgage service their clients desire. They are a full-service brokerage covering residential mortgages, commercial mortgages, credit planning, and equipment leasing.
Peter completed his Bachelor of Commerce degree at UBC in 1999 with a major in accounting. He went on to work at KPMG and then spent 5 years working in the insurance industry at Great-West Life. Following this he turned to banking and progressed through various financial advisory positions at CIBC working specifically with small business clients. It was through CIBC that Peter specialized in mortgages and eventually took the step to his current position at White House Mortgages.