Join us for an investment seminar for Americans living abroad

 Join Us for an Engaging Investment Seminar

Hosted by Democrats Abroad Canada – British Columbia Mainland

Wednesday, June 25, 2025 | 6:00 PM PDT

The Pleasant, 2434 Main St., Vancouver, BC

 

We’re excited to invite you to an informative and approachable seminar designed specifically for Americans living in Canada. Whether you're new to investing or looking to optimize your Canadian financial strategy, this session—led by the experts at Cambria Wealth Management—offers insights for all levels, from university students to retirees.  Please note that this seminar focuses on Canadian investment planning and does not encompass US investment planning.

 

Why this matters now:

As market dynamics shift and cross-border financial considerations evolve, now is a critical time to make informed decisions about your investments, retirement accounts, and long-term financial planning. This seminar will help you better understand your options and build confidence in your next steps.

 

We anticipate the presentation, including dedicated Q&A time, will take approximately 90 minutes. Afterward, you’re warmly invited to stick around to connect with fellow Democrats Abroad members and learn more about upcoming events and opportunities to get involved in the work we’re doing to engage voters and build community.

 

 Agenda

Please arrive by 6:00 PM for check-in. The seminar will begin promptly at 6:30 PM PDT. Topics include:

• Types of Advisors
• Registered Investments
• Non-Registered Investments
• Other Investment Options
• Mid-Year Market Update
• General Q&A
• DABCM 2025 Event Calendar

 

 

 Accessibility

The venue is wheelchair accessible, including accessible washrooms. Please contact us if you have specific accessibility needs or would like to request accommodations.

 

 Registration

This is an in-person event with limited seating, and advance registration is required—walk-ins will not be admitted.

Note: You must be a registered member of Democrats Abroad to attend. If you're not yet a member, you can join for free here.

 

 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-Mallari – 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.

 

Jack Sowden – Assistant Vice President / Consultant, Invesco Canada

Jack joined Invesco in November 2023. He works as Assistant Vice President, Consultant, supporting advisors across British Columbia and Southern Alberta. Prior to joining Invesco, Jack worked in London, UK, with Legal & General Investment Management as a Client Manager, where he supported large corporate institutions with the management of their Defined Benefit Pension Plans. He also held a role at BNY Mellon Investment Management, covering Global Strategic Accounts. He is a Chartered Alternative Investment Analyst and holds the Investment Management Certificate

 

 Disclaimer

Democrats Abroad does not provide financial advice. Please consult a licensed financial advisor for personal investment decisions.

 

Important to note

 

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. You can join here.

 

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

Wednesday, June 25, 2025 at 06:00 PM Pacific Time (US & Canada) Time

WHERE

The Pleasant
2434 Main St
Vancouver
Canada
Google map and directions

CONTACT

Manoj Shankar
[email protected]

4 RSVPs