National Bank of Canada

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Date : November 24th, 2020
Time : 2 PM EST
Virtual educational conferences that bring experts together around one common theme: women and investment.

Discover our articles and videos here: nbc.ca/women

1st topic : Planning your retirement

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Host

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  • Isabelle Racicot

    Canadian TV and Radio Host

Isabelle Racicot is a bilingual English-French, primetime, Canadian TV and Radio Host. Consistently #1 in her time slot on both TV and radio, she is recognized not just for her versatility as a host, but also distinguished by her warm personality that makes everybody feel at home. Particularly influential in the female market, her opinions on fashion and lifestyle are widely followed.

Speakers

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  • Angela D’Angelo

    Vice President, Training & Client Experience
    National Bank Financial
  • Accomplished executive manager with 25 years of experience in Wealth Management services. Recognized for her ability to attract and develop individuals by way of self-improvement in an environment fostering continuous improvement. Inspiring speaker on networking and motivation leading to increased performance and pleasure at work.

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  • Hélène Belleau

    Sociologist, Professor and Director of Centre Urbanisation,
    Culture et Société de l’Institut National de la Recherche Scientifique
  • Hélène has always been interested in conjugal relations, the social use of money and the legal framework for de facto unions. She is a scientific director of the research team Families in Motion and founded the Quebec Family Realities Observatory. She is the author of several books including the book "Amour et argent : Guide de survie en 60 questions " with Delphine Lobet, published in 2017 by Editions Remue-Ménage and " Quand l’amour et l’État rendent aveugle. Le mythe du mariage automatique”, published in 2011. She provides accredited training to financial planners on conjugal relationship and money.

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  • Nancy Paquet

    Senior Vice-President, Strategy Savings and Investment
    National Bank
  • Experienced manager focused on achieving ambitious goals, lawyer, MBA and financial planner, Nancy is a true leader with a solid experience in management and business development, coaching and training, particularly in the financial service industry.

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  • David Truong

    CIWM, Pl.Fin., M.Fisc., Advisor, Expertise Center,
    National Bank Private Banking 1859
  • David has worked at National Bank since 2007 and currently works at the Expertise Center at National Bank Private Banking 1859. David holds the title of Certified Financial Planner, Certified International Wealth Manager and Tax Specialist. His final master's essay in taxation entitled "Modernization of retirement planning" enabled him to obtain the research grant from the Institut québécois de planification financière (IQPF) in 2014. David is also a lecturer at McGill University, and writes several articles for the IQPF, the Association planification fiscale et financière (APFF) and Adivsor.ca. He is also a member of the APFF Relève committee.

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