Saturday, October 25
Vancouver, BC, Canada
Investment Seminar
Please join us for a seminar focused on investment considerations for Americans living in Canada. Cambria Wealth Management will be taking us through a series of topics designed to appeal to investors with varying knowledge levels of how Canadian investment vehicles (e.g. RRSPs, TFSAs, etc.) may be used by Americans.
We are expecting that the presentation plus dedicated Q&A time will take approximately 90 minutes.
Agenda
Please arrive at The Pleasant by approximately 3:00pm to check-in as the seminar will start promptly at 3:30pm. We intend to cover the following topics:
- Types of Advisors
- Registered Investments
- Non-Registered Investments
- Other Canadian Investment Options
- General Q&A
After the agenda is complete, please feel free to stay at The Pleasant and socialize with your fellow DABCM members.
Safety and Accessibility
The venue is wheelchair accessible for entry and for the washrooms. Please contact us if you have specific accessibility needs or require accommodations.
Registration
The available seating for this seminar is limited, so please register in time. We will not be accepting walk-in registrations.
In order to attend this event, you need to be a Registered Member of Democrats Abroad. If you need to join, please do so here for free!
Meet the Experts
Jay Mallari – President/Financial Planner, Cambria Wealth Management – Jay is a seasoned financial professional with over 24 years of experience in the industry. His journey has taken him from Asia to North America, where he has honed his expertise in financial planning and leadership. With a client-centric approach, Jay prioritizes the needs and goals of his clients above all else.
April Antonio – Vice President, Cambria Wealth Management – April founded Cambria Wealth and is a dedicated financial professional with a passion for empowering families to achieve their financial goals. With a focus on maximizing finances, April works tirelessly to help clients protect the lifestyle their families deserve. With a 24-year experience in the financial services industry spanning across North America and Asia, April brings a wealth of knowledge and insight to her clients.
Disclaimer
Democrats Abroad cannot provide individual investment advice. Please consult a professional financial advisor for all wealth management related topics.
When
Saturday, October 25th at 3:00pm PDT
Where
The Pleasant
2434 Main St.
Vancouver, BC V5T 3E2
Canada
Contact
Manoj Shankar
DABCM – Programs & Events Manager
Event RSVP & Pricing
This is an in-person event, costing $20 USD per person. Please note that you must be a registered member of Democrats Abroad to attend.
Did you know Democrats Abroad Canada is a 100% volunteer, 100% self-funded organization, and the work we do to get out the vote from Americans living across Canada is only possible through the support of our members? Your generous donations to events like these are greatly appreciated to help us mobilize U.S. voters in Canada!
WHEN
Saturday, October 25, 2025 at 03:30 PM Pacific Time (US & Canada) Time
WHERE
The Pleasant
2434 Main St
Vancouver, BC V5T 3E2
Canada
Google map and directions
CONTACT
Manoj Shankar
[email protected]