Join us as we explore ways to explore the exciting new opportunity for Canadian homebuyers with the introduction of the First Home Savings Account. In this webinar, we’ll explore such topics as:
✔️ Understanding FHSA Basics
✔️ Strategies for Maximizing FHSA Benefits
✔️ Alternatives to the FHSA
Speakers
Mary Lou Miles
Head of Wealth Management / Portfolio Manager / Partner
Genus Capital Management
I am a partner and the head of wealth management. I believe integrity, honesty, and empathy are fundamental to great results for both our clients and our staff internally.
My areas of expertise are in cash flow planning, estates, and trusts. I oversee all of these aspects into our clients’ portfolio management, including inter-generational wealth. I love to hear people’s stories and use my resources to connect them with others who can help guide them in their journey.
When I’m not working, I love to travel with my family to new and familiar places. Beyond that, I find joy in the small pleasures of reading, going for walks or volunteering in my community.
Thomas Irwin
Client Relationship Manager / Partner
Genus Capital Management
As a Client Relationship Manager, my specialty is in investment management and financial planning. I am a Chartered Investment Manager and a Certified Financial Planner.
Honesty, integrity, authenticity, learning and helping others are values at the core of my work. These values drive me to be ethical, transparent and put client’s needs first. I’m a firm believer that constantly learning and growing in an ever changing and challenging environment is the key to success.
Outside of work I am a sports enthusiast. I love to travel and I am a volunteer board member of KidSport North Shore.
