Go Back

Charis Wong

Active Aging Evening Series – HELPING THE NEXT GENERATION: FINANCIAL TOOLS & STRATEGIES FOR FAMILIES

  • Date: Wednesday, October 1st, 2025
  • Time: 6:30 P.M. – 8:15 P.M
  • Location: Community Cafe, Westend Seniors Activity Centre, 9629 176 St, Edmonton
  • Cost: $3.00 (includes refreshment)

REGISTRATION

  • Call our front desk at 780 483 1209
  • Visit our centre | Mondays, Wednesdays & Fridays – 9:00 a.m. to 4:00 p.m., Tuesdays & Thursdays – 9:00 a.m. to 7:30 p.m.
  • Sign up on MyActiveCentre

Join us for an informative evening designed to help you support your loved ones in building a stronger financial future. This three-part session covers key financial tools and strategies—from saving for a first home to education planning and understanding CHIP mortgages.

6:30 – 7:00 p.m. – First Home Savings Account (FHSA)
Presented by Wei Woo, RCC Investment Advisor, CIM, EPC (Research Capital Corporation)

Learn how Canada’s new FHSA combines the best of RRSP and TFSA—with up to $8,000 annual contributions ($40,000 lifetime)—to help first-time buyers save faster. Plus, discover how investing early through FHSA, TFSA, or RRSP harnesses compound growth and tax advantages.

7:00 – 7:30 p.m. – Planning for Post‑Secondary Education
Presented by John McLaughlin, Founder of Canadian GRADS

Canadian GRADS works with families to create personalized savings plans for education. One client shared how John helped them “figure out my savings plan for my two sons,” showing how influential expert guidance can be for long-term financial goals.

7:30 – 8:00 p.m. – CHIP Mortgage & Home Equity Options
Presented by Roberta Harden, Mortgage Broker, Compass Mortgage Group

Discover the benefits of the CHIP (Reverse Mortgage) program—a homeowner-friendly solution that gives you tax-free cash without monthly payments, allowing you to enjoy your retirement with more financial freedom.

8:00 PM to 8:15 PM

We’ll wrap up the day from with a final Q&A session, designed to clarify any lingering questions and spark engaging discussions.