Moya Financial Matters

WEBINAR SERIES

Life's complicated enough. Your finances don't need to be.

In this free webinar series offered by Moya Financial, we’ll cover a variety of financial topics from the basics of investing to the complexities of estate planning.

EPISODE 4

Economic Outlook 2022 with Robert Kavcic

Tuesday, November 23 from 7:00 to 8:00 PM livestream via Zoom

Michael LeBlanc
​Producer & Host, Moya Financial Matters Podcast & Webinar Series

Michael is the Founder & President of M.E. LeBlanc & Company Inc and a Senior Advisor to Retail Council of Canada and the Bank of Canada as part of his advisory and consulting practice. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience and has been on the front lines of retail industry change for his entire career. He has delivered keynotes, hosted fire-side discussions with C-level executives and participated on thought leadership panels worldwide.Michael is also the producer and host of a network of leading podcasts, including Canada’s top retail industry podcast, The Voice of Retail, plus the Remarkable Retail with author Steve Dennis, Global E-Commerce Tech Talks and The Food Professor with Dr. Sylvain Charlebois, all available on Apple, Spotify, Amazon, and all major podcast platforms. Michael has an MBA from the Rotman School of Management, University of Toronto.

Robert Kavcic
Director and Senior Economist with the Bank of Montreal

Robert plays a key role in analyzing Canadian regional economic, fiscal and real estate trends. Robert regularly contributes to department publications including Provincial Monitor, AM Notes, Focus, econoFacts, and monitors equity markets from a macroeconomic perspective through the Global Equity Weekly publication. Robert is a regular commentator on economic and financial trends to the media.

Before joining BMO, Robert worked in the Research department at the Bank of Canada.

Robert holds an Honours Bachelor of Arts degree in Economics from the University of Western Ontario, and a Masters degree in Economics from Carleton University.

Taras Komarnytski
Certified Financial Planner with Moya Financial

Moya is proud to offer the services of Certified Financial Planner Taras Komarnytski, who brings more than 10 years of experience to our team. With a background in investing, tax planning, business planning, credit, and cash flow, Taras is able to provide a broad range of valuable insight and advice. His knowledge is further supported and enhanced by an extensive professional network. Financial planning is an ongoing, dynamic process. Taras will be there with you every step of the journey, utilizing a plan tailored to your specific needs, and helping you meet your unique goals and objectives.

Join the Moya Financial Matters podcast host Michael LeBlanc, Robert Kavcic, Director and Senior Economist with the Bank of Montreal and Moya Wealth’s Certified Financial Planner Taras Komarnytski in a live and interactive webinar. Our experts will discuss the global economic outlook and its impact on the Canadian and international economies.

Topics discussed in this webinar:

  • Analysis of the global economic forecast for 2022.
  • Outlook on interest rates.
  • What to look for in this investment environment.

Who is this webinar for?

  • Investors interested in the global economic outlook.

Have a question you want to be covered during the seminar? Please submit your questions when registering to ensure it gets covered by our speakers.

EPISODE 3

Investment Shares: An Opportunity You Don't Want to Miss

Wednesday, July 7 from 7:00 to 8:00 PM livestream via Zoom

Michael LeBlanc
​Producer & Host, Moya Financial Matters Podcast & Webinar Series

Michael is the Founder & President of M.E. LeBlanc & Company Inc and a Senior Advisor to Retail Council of Canada and the Bank of Canada as part of his advisory and consulting practice. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience and has been on the front lines of retail industry change for his entire career. He has delivered keynotes, hosted fire-side discussions with C-level executives and participated on thought leadership panels worldwide.Michael is also the producer and host of a network of leading podcasts, including Canada’s top retail industry podcast, The Voice of Retail, plus the Remarkable Retail with author Steve Dennis, Global E-Commerce Tech Talks and The Food Professor with Dr. Sylvain Charlebois, all available on Apple, Spotify, Amazon, and all major podcast platforms. Michael has an MBA from the Rotman School of Management, University of Toronto.

Tony Krosel
Moya Financial CEO

Tony Krosel was appointed as Moya Financial’s CEO in 2017 and he previously served 12 years on the credit union board of directors. He has an extensive history of working in the financial services industry throughout his career. In addition, he is a strong business development professional with a Chartered Financial Analyst designation. Under his leadership, the credit union has grown by more than $70M in assets in the past two years to $310M as at the end of 2020.

Penny Rintoul
Lawyer at RZCD Law Firm LLP

Penny focuses on providing advice on credit union share offerings, incorporations, and mergers and acquisitions, and also involves herself in regulatory issues affecting the Ontario credit union system. Penny also provides legal advice to credit unions on general corporate matters.

Taras Komarnytski
Certified Financial Planner with Moya Financial

Moya is proud to offer the services of Certified Financial Planner Taras Komarnytski, who brings more than 10 years of experience to our team. With a background in investing, tax planning, business planning, credit, and cash flow, Taras is able to provide a broad range of valuable insight and advice. His knowledge is further supported and enhanced by an extensive professional network. Financial planning is an ongoing, dynamic process. Taras will be there with you every step of the journey, utilizing a plan tailored to your specific needs, and helping you meet your unique goals and objectives.

Join us in a live and interactive seminar to learn about Moya’s newest financial product, investment shares. Investment shares are designed to give conservative investors a great return. The rate for this investment is higher than comparable term deposits, making it ideal for diversifying your portfolio and helping grow your credit union.

Hear from the experts and get the insight on this unique and exclusive investment opportunity.

Have a question or concern you want to be covered during the seminar?  Please submit your questions when registering to ensure it gets covered by our speakers. You’ll also have the chance to voice any comments, questions, or concerns during the livesteam.

Every attendee will have a chance to win a YETI Tundra 45 Hard Cooler!*

​*Total prize value of $400. The odds of winning will depend on the number of seminar attendees. A random draw of all attendees will be completed on July 8, 2021. This promotion is not associated with or sponsored by YETI. All trademarks are property of YETI Coolers LLC.
EPISODE 2

Estate Planning: Strategies to Protect Your Wealth & Take Care of Your Loved Ones

Wednesday, April 21 from 7:00 to 8:00 PM livestream via Zoom

Michael LeBlanc
​Producer & Host, Moya Financial Matters Podcast & Webinar Series

Michael is the Founder & President of M.E. LeBlanc & Company Inc and a Senior Advisor to Retail Council of Canada and the Bank of Canada as part of his advisory and consulting practice. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience and has been on the front lines of retail industry change for his entire career. He has delivered keynotes, hosted fire-side discussions with C-level executives and participated on thought leadership panels worldwide.Michael is also the producer and host of a network of leading podcasts, including Canada’s top retail industry podcast, The Voice of Retail, plus the Remarkable Retail with author Steve Dennis, Global E-Commerce Tech Talks and The Food Professor with Dr. Sylvain Charlebois, all available on Apple, Spotify, Amazon, and all major podcast platforms. Michael has an MBA from the Rotman School of Management, University of Toronto.

Taras Komarnytski
Certified Financial Planner with Moya Financial

Moya is proud to offer the services of Certified Financial Planner Taras Komarnytski, who brings more than 10 years of experience to our team. With a background in investing, tax planning, business planning, credit, and cash flow, Taras is able to provide a broad range of valuable insight and advice. His knowledge is further supported and enhanced by an extensive professional network. Financial planning is an ongoing, dynamic process. Taras will be there with you every step of the journey, utilizing a plan tailored to your specific needs, and helping you meet your unique goals and objectives.

Join the Moya Financial Matters podcast host Michael LeBlanc and Moya Wealth’s Certified Financial Planner Taras Komarnytski in a live and interactive webinar to learn about estate planning to get you started on thinking about strategies to protect your wealth and take care of loved ones.

Topics include:

Key elements of estate planning:

  • What happens to my investments and assets?
  • How do I minimize the tax for future generations?
  • How do I make sure that my wishes are carried out?

The benefits of estate planning:

  • To minimize transfer taxes, protect family wealth, plan for philanthropic goals, and make a difference in the community.
  • To take care of loved ones.

Why you should attend:

  • You’ll leave our livestream more confident about your existing plan, or how to start thinking about the future.
  • You’ll understand the importance of estate planning and the Moya difference.
  • You’ll learn from three scenarios of typical members just like yourself.
  • A chance to win $500 towards the creation or review of a will!*
​*After the webinar, we’ll do a random draw of all attendees and announce the winner of the $500. The funds will be deposited to the winners’ account with Moya.
EPISODE 1

Putting the Personal in Financial Planning: Introducing Moya Wealth

Thursday, February 18 from 7:00 to 8:00 PM via Zoom

Michael LeBlanc
​Producer & Host, Moya Financial Matters Podcast & Webinar Series

Michael is the Founder & President of M.E. LeBlanc & Company Inc and a Senior Advisor to Retail Council of Canada and the Bank of Canada as part of his advisory and consulting practice. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience and has been on the front lines of retail industry change for his entire career. He has delivered keynotes, hosted fire-side discussions with C-level executives and participated on thought leadership panels worldwide.Michael is also the producer and host of a network of leading podcasts, including Canada’s top retail industry podcast, The Voice of Retail, plus the Remarkable Retail with author Steve Dennis, Global E-Commerce Tech Talks and The Food Professor with Dr. Sylvain Charlebois, all available on Apple, Spotify, Amazon, and all major podcast platforms. Michael has an MBA from the Rotman School of Management, University of Toronto.

Taras Komarnytski
Certified Financial Planner with Moya Financial

Moya is proud to offer the services of Certified Financial Planner Taras Komarnytski, who brings more than 10 years of experience to our team. With a background in investing, tax planning, business planning, credit, and cash flow, Taras is able to provide a broad range of valuable insight and advice. His knowledge is further supported and enhanced by an extensive professional network. Financial planning is an ongoing, dynamic process. Taras will be there with you every step of the journey, utilizing a plan tailored to your specific needs, and helping you meet your unique goals and objectives.

Learn how to put your money to work!

Join the Moya Financial Matters podcast host Michael LeBlanc and Moya’s Taras Komarnytski in an engaging and interactive seminar to learn how to become better investors and the role of a financial planner.

The seminar will cover:

  • Financial planning in a nutshell.
  • Importance of picking a professional advisor.
  • Top 3 Registered Retirement Savings Plan (RRSP) mistakes.

Why you should attend:

  • You’ll leave our webinar more confident.
  • You’ll understand the role of financial planning in your lives better and understand the Moya difference.
  • You’ll also be ready for RRSP season, armed with the latest information.
  • Sprint to the finish line of RRSP season with the deadline of March 1 fast approaching.
  • A chance to win $500!*
​*After the webinar, we’ll do a random draw of all attendees and announce the winner of the $500 RRSP contribution. The funds will be deposited in to the winners’ account with Moya.

Interested in being a guest on one of our episodes? Reach out to [email protected]. We’d be happy to have you on!

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