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Caring For Elders - Important Topic We Often Don't Address But Can Have a Huge Effect on Your Financial Plan.



What We Will Cover:

  1. The Need: Health Care for the Elderly is Expensive
  2. Accommodation and Care
  3. Funding Care
  4. Tax Issues
  5. Important Documents: Power of Attorney and The Will

About Kathy:

Senior Vice President, Investment Advisor

Kathy Sager is a Chairman’s Club, Award-Winning Senior Vice-President and Investment Advisor at Canada’s largest Independent brokerage firm, Canaccord Genuity Wealth Management. Kathy provides holistic planning to High-Net-Worth individuals and families, helping them advance their wealth management goals. What truly separates Kathy from other Advisors, is her high-touch communication with her clients and extraordinary ability to connect with them on a deeper, more personal level. Kathy has many long-lasting relationships; some of which have spanned over her entire career since 1980. Her philosophy has always been to build connections with Portfolio Managers with the most brilliant minds in the industry, proper asset allocation and strong diversification. She has been extremely successful in providing clients with impressive alpha and protection in all market conditions.

While she is recognized as one of the top female advisors in Canada, Kathy learned at a young age how to be resilient and survive in a competitive workforce dominated by men. Kathy began her career with the Xerox Corporation as a sales representative, where she completed one of the most extensive and disciplined sales training programs at that time. From there, she was hired by Merrill Lynch as a rookie broker and within the first six months, was the biggest performer in the branch. Shortly after beginning her career in finance, she started teaching and educating women in wealth and has continued to do so to this day. Through her wisdom, perspective and commitment, Kathy has guided many of her clients to reach their lifelong dreams by achieving exceptional returns year over year. Her ability to communicate complex financial concepts through understandable terms, is what makes her stand out amongst the rest.

Kathy lives in West Vancouver with her husband Mark, three dogs and one cat and has a passion for the arts, as her daughter is a professional Opera singer in New York City. She has been an avid supporter of The Kay Meek Centre in West Vancouver since its inception twenty years ago and is also a donor to numerous Animal Rescue initiatives and charities globally.

About Melissa:

Melissa Modenesi joined Dynamic Funds in 2002 and is VP, Senior Executive, Business Development with responsibility for the Vancouver and Northern BC region.Prior to joining Dynamic Funds, Melissa worked for a major Canadian recruitment firm specializing in the finance sector. With over 15 years of experience in the financial services industry, Melissa Modenesi has proven her expertise in working with her clients to help them build their businesses. She possesses a strong sales and marketing acumen, and works with Advisors to develop communications and business solutions to help them streamline their practices.Melissa is a native of Vancouver where she received her Degree in Marketing from the British Columbia Institute of Technology.

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