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Ep. 78 – Does practicing a sport make you into a financial athlete? With NHL veteran and VP of Okanagan Hockey Group, Dixon Ward

August 20, 2021 Island Savings - Valley First - Envision Financial - Enderby & District Financial | Divisions of First West Credit Union Season 2 Episode 78
WealthBeing
Ep. 78 – Does practicing a sport make you into a financial athlete? With NHL veteran and VP of Okanagan Hockey Group, Dixon Ward
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WealthBeing
Ep. 78 – Does practicing a sport make you into a financial athlete? With NHL veteran and VP of Okanagan Hockey Group, Dixon Ward
Aug 20, 2021 Season 2 Episode 78
Island Savings - Valley First - Envision Financial - Enderby & District Financial | Divisions of First West Credit Union

Is it possible that all those laps you ran and penalty shots you took have helped you manage your money? Even if you weren't team captain or even on the playing field, today's conversation with Dixon Ward, VP of the Okanagan Hockey Group and ex-NHL player, will have you thinking about using the lessons learned in sports to score big in your financial future.

3:20 – Hot In Money: Cryptocurrency is booming again - what do our co-hosts think about your investment potential?

6:55 – Expert Examination:

  • How athletes think about practice and creating habits.
  • The vital role of discipline on and off the field.
  • Making it easier to make future-focused choices.
  • Scoring goals in your bank account.
  • The value of a great coach.
  •  Why it pays to diversity your strengths.
  • The biggest financial challenge for athletes. 
  • How the Okanagan Hockey School is helping kids prepare for a life in - and beyond - sports.

41:15 – Financial Fix: Travis has a timely reminder that will help you save money when tax time comes around again. 

- - -

If you have an undiagnosed financial concern or want to examine a financial subject, send Kevin, Sheena and Travis your question at wealthbeing@firstwestcu.ca, and we will consider it for a future episode.

- - -

WEALTHBEING HOSTS

Travis Koivula

Senior Wealth Advisor | Senior Investment Advisor 

Island Savings Insurance Services | Credential Securities

Travis has been serving the financial needs of members in the Credit Union system since 2007 and is one of the most accredited financial advisors in Canada. He holds the globally recognized Charted Financial Analyst (CFA) designation, is a Certified Financial Planner, Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FSCI) and a Chartered Strategic Wealth Professional (CSWP).

Sheena Sanders

Wealth Planning Specialist, Valley First

As an accredited Certified Financial Planner, a Registered Retirement Consultant and a Responsible Investment Specialist, Sheena's array of knowledge and experience means that no question goes unanswered and no opportunity ignored. For people who seek help with retirement, education, investment, and succession planning, Sheena is a natural person to have on their team. 

Kevin Lehman

Regional Manager, Business Banking, Envision Financial

When asked who has made the biggest impact in your life, does your financial advisor come to mind? If you've met Envision Financial’s Regional Manager of Business Banking, Kevin Lehman, he's likely one of your personal game-changers. After attending the University of the Fraser Valley, Kevin’s search for new opportunities led him to Envision Financial and it is here that his "seize the day" approach to life propelled him to complete the Canadian Investment Funds Course, receive his mutual fund license and lead a team of business banking advisors to help local companies thrive.

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Show Notes

Is it possible that all those laps you ran and penalty shots you took have helped you manage your money? Even if you weren't team captain or even on the playing field, today's conversation with Dixon Ward, VP of the Okanagan Hockey Group and ex-NHL player, will have you thinking about using the lessons learned in sports to score big in your financial future.

3:20 – Hot In Money: Cryptocurrency is booming again - what do our co-hosts think about your investment potential?

6:55 – Expert Examination:

  • How athletes think about practice and creating habits.
  • The vital role of discipline on and off the field.
  • Making it easier to make future-focused choices.
  • Scoring goals in your bank account.
  • The value of a great coach.
  •  Why it pays to diversity your strengths.
  • The biggest financial challenge for athletes. 
  • How the Okanagan Hockey School is helping kids prepare for a life in - and beyond - sports.

41:15 – Financial Fix: Travis has a timely reminder that will help you save money when tax time comes around again. 

- - -

If you have an undiagnosed financial concern or want to examine a financial subject, send Kevin, Sheena and Travis your question at wealthbeing@firstwestcu.ca, and we will consider it for a future episode.

- - -

WEALTHBEING HOSTS

Travis Koivula

Senior Wealth Advisor | Senior Investment Advisor 

Island Savings Insurance Services | Credential Securities

Travis has been serving the financial needs of members in the Credit Union system since 2007 and is one of the most accredited financial advisors in Canada. He holds the globally recognized Charted Financial Analyst (CFA) designation, is a Certified Financial Planner, Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FSCI) and a Chartered Strategic Wealth Professional (CSWP).

Sheena Sanders

Wealth Planning Specialist, Valley First

As an accredited Certified Financial Planner, a Registered Retirement Consultant and a Responsible Investment Specialist, Sheena's array of knowledge and experience means that no question goes unanswered and no opportunity ignored. For people who seek help with retirement, education, investment, and succession planning, Sheena is a natural person to have on their team. 

Kevin Lehman

Regional Manager, Business Banking, Envision Financial

When asked who has made the biggest impact in your life, does your financial advisor come to mind? If you've met Envision Financial’s Regional Manager of Business Banking, Kevin Lehman, he's likely one of your personal game-changers. After attending the University of the Fraser Valley, Kevin’s search for new opportunities led him to Envision Financial and it is here that his "seize the day" approach to life propelled him to complete the Canadian Investment Funds Course, receive his mutual fund license and lead a team of business banking advisors to help local companies thrive.