On Wednesday, September 12th at 7:00PM, join Suzanne Mathers, Portfolio Manager with Raymond James for a special presentation called Investing in a Better Future for Community Friends and Family. This free seminar is offered to individuals seeking financial advice on how to maximize the benefit of contributions to a favourite community cause or charity.
Suzanne is a skilled Portfolio Manager with over 15 years of experience who enjoys educating clients about their options to attain financial security. Suzanne graduated from the University of Western Ontario and went on to earn her Chartered Accountant designation in 1991. She has worked in the financial industry since 1998. In that time she’s acted as portfolio manager, investment advisor, controller and compliance officer. With her strong tax background, Suzanne is able to provide advice to clients that is critical to their wealth management. She also believes it’s important to work closely with other professionals trusted by her clients such as accountants and lawyers.
Hosted by the South Huron Community Fund and supported by Raymond James, this event is designed to serve the interests of current and former South Huron residents.
“We’ve been getting a lot of questions from individuals looking for advice on the best way to donate to various causes in and around South Huron,” said Tom Prout, Chair. “We’re pleased that Suzanne has offered to lend her professional expertise to help answer these questions through this free seminar.”
The presentation will take place at 70778 London Rd. (Raymond James Office), Exeter on Sept. 12th at 7:00PM and last for approximately an hour.
Whether the priorities relate to the arts or the environment, recreation or wellness, to youth or the elderly, the South Huron Community Fund is dedicated to supporting the long-term needs of our municipality. Funds raised create a permanent endowment that generates annual grants for local charitable organizations. The fund’s first series of grants are expected to be issued in the fall of 2018 by a committee of community volunteers. To learn more about our work, like us on Facebook @SouthHuronCommunityFund.
Chair, South Huron Community Fund