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? With the holiday season rapidly approaching, now’s the time to develop a debt-management strategy that makes sense. Our financial speakers will answer questions about 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 December 9, 2013, in Vancouver.
Official Broadcast and Online Media Partner:
2013-14 Event Series Sponsor:
alumni UBC MasterCard®
Dan Burritt, BA’04 - Reporter, CBC News Vancouver
Lloyd Andrews – Branch Manager, UBC Scotiabank Branch
Jared Dreyer – President, Dreyer Group Mortgages Inc.
Victoria Gerson, BCom’08 – Financial Security Advisor, Freedom 55 Financial
Dan Burritt joined the CBC News Vancouver team as a reporter in 2012.
Dan was born and raised on the Lower Mainland, graduating with a BA in International Relations from UBC in 2004. Dan also earned a diploma in Broadcast Journalism from BCIT. His early career included work as a reporter and anchor at CKNW and News1130.
Dan Burritt is now the CBC News reporter based south of the Fraser, covering issues that matter to people in the Valley.
Lloyd Andrews has been a banker for the past 15 years and is currently the Branch Manager of the Scotiabank on the UBC campus. He holds several designations including Personal Financial Planner and Specialist, Trust Institute. Lloyd’s interests include helping small businesses achieve growth and mentoring young leaders. Lloyd is blessed with a wonderful wife and son who support him as he pursues his MBA through part-time studies.
Jared Dreyer, Accredited Mortgage Professional (AMP), is President of Dreyer Group Mortgages, one of the top 10 mortgage teams in Canada. Jared is recognized as a consummate professional with the highest ethical standards. With over 21 years as a licensed independent mortgage broker, Jared and his team work hard to deliver the best mortgage solutions and strategies to their clients.
A communicator, mentor and relationship builder, Dreyer Group is a member of VERICO, Canada’s #1 mortgage network, winning numerous awards including the Five Star Mortgage Professional 2013 Award and the 2013 CMP Best Mortgage Broker Customer Service Award.
2012-2013 Jared was President of the Mortgage Brokers Association of BC MBABC (serving on the Board since 2009). Currently Jared is a Director of the Mortgage Brokers Institute of BC, Past President of MBABC, Canadian Association of Mortgage Professionals (CAAMP) Director, Government Relations Committee member and a founding member of CAAMP. Jared was past Chair of the National Advisory Council for VERICO Canada, and served on the Glenworth Advisory Board and CMHC Broker Work Groups.
Jared is an active speaker and coach. He is often called on to be a panelist and/or moderator for numerous industry events. Jared understands the needs of clients, brokers and the lender community. He is dedicated to accomplishing positive and meaningful change within the mortgage industry for the ultimate benefit of Canadian Consumers.
A strong believer in community, Jared is active in partnership programs for local, provincial and national business, as well as giving initiatives for children’s charities. www.dreyergroup.ca.
Victoria graduated from the Sauder School of Business in 2008 with a Bachelor of Commerce specializing in general management and international business. She began her career and perfected her beer palate with Molson as a Finance Administrator. After a year in industry, she was looking to grow and discovered a passion for helping others in the role of a financial advisor. She has been with Freedom 55 Financial for 4 years now and guides people to achieve their personal money goals through education and strategic financial planning. In the process of obtaining her Certified Financial Planner designation, what Victoria loves most about her professional practice is forging trust-based lasting client relationships, and witnessing the profound impact that good financial habits make in peoples’ lives over time.