EAWLC Zoom Learning for curious People: Let’s Talk about Money

Ivy Tan is a successful financial advisor.  Her excellent number sense came
to light when she worked at OTIS China as its CFO’s secretary, then an
English Literature major just graduated from university.  She decided to
sharpen that talent so she went to the United Kingdom, and obtained her
Bachelor’s degree in Accounting and a Master’s in Finance from Oxford
Brookes University.  She became a capital manager, in charge of a cash flow
of 36 billion volume in RMB (around 4.5 billion in USD) for a Chinese
company. In 2012, Ivy immigrated to Canada with her family, and started a
new career.  She founded Phoenix Finance, a Toronto-based life insurance and
investment agency.  She is a MDRT (Million Dollar Round Table) member, and
her company has been  one of the top  agents of Canada Life since 2017
nationwide.  Ivy loves reading in her spare time, and has  a passion for
doing research in the fields of finance and economics.

We are very delighted that Ivy is coming to our club to share her expertise
and experience with money, or, making money.  She will show how to train
ourselves to become a master of our own finance.  She wants to prove to us
that good personal financial status results from diligence and wisdom, in
stead of cleverness or a high IQ.  Ivy may also talk about how her introvert
pers onality has worked for her career, how she would define “being rich”,
what she has learned from some very successful investors, and other
interesting topics.  You are more than welcome to join us with your own
questions or comments, and have a lively dialogue with Ivy!

FreeZoommeeting, maximumcapacity100 participants.

Language: Mandarin


学东西俱乐部“趣味知识漫谈”系列讲座:我们来谈钱

Ivy Tan是一位赚钱专家。

她本是学习英美文学专业的文艺青年,第一次发现自己对数字很敏感,是大学毕业后,在OTIS中国总部当CFO秘书的时候。这促使她做出决定,去英国留学,并在Oxford Brookes University 获得会计学学士和金融学硕士学位。后来她成为资金经理,为一家中国企业管理多达360亿人民币的现金流。

2012年Ivy移民多伦多,现为Phoenix Finance 创始人,专业从事投资和保险代理业务,是“百万圆桌”会员,公司自2017年以来,每年都在Canada Life全加拿大最佳业务代理的排行榜上名列前茅。业余喜欢大量阅读,对金融市场和经济均有深入的研究。

我们非常高兴邀请到Ivy来学东西俱乐部做客,分享她在投资领域多年摸爬滚打的心得体会,告诉我们怎样成为自己财务的主人?赚钱又为什么不靠聪明靠勤奋、不靠智商靠智慧?

讲座将以对话形式进行。过程中,您还可能听到一些有趣的问题,比如内向的性格在她的职业道路上发挥了什么样的作用?在多伦多,怎样算有钱?一些在赚钱方面有很高成就的人,身上有哪些东西值得我们学习或借鉴?等等。

迎您前来参与对话,也欢迎提问、发表自己的见解。

时间: 2020年10月10号周六下午3:00到4:30。(加东时间)
使用語言:中文普通話
免费公益Zoom视频讲座,限额100人。会议厅将在讲座开始前15分钟开放。届时请点击如下链接进入等候区:
https://us02web.zoom.us/j/87134664583
Meeting ID: 871 3466 4583
如有问题需查询,请致电: ericliujt@gmail.com <mailto:ericliujt@gmail.com> .谢谢!

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