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Personal Investing 101:
Buying & Selling Stocks Workshop

CONNECTIONS: MENTORSHIP CIRCLE | OCT 2017

 

David Schaverien – CA, MBA, BCom

“An investment in knowledge pays the best interest.” – Benjamin Franklin

 

Traditional gender roles have typically placed the male partner in charge of the family’s finances. To empower our women, we wanted to ensure they are all capable of being savvy investors so they can have control of their finances.

 

On October 15, David Schaverien – CA, MBA, BComm – helped us dive into the basics on how to trade stocks and build a diversified portfolio (without a broker). Dave taught us what the difference is between Index and Mutual Funds and when is the best time to buy. We could tell the group was surprised at how fun and interesting investing really can be… especially since every participant has asked for an Investing 201 Workshop! Kudos Dave!

 

Special thanks to: Rianne Pater for the delicious brunch, Karen Nguyen and Dominique Calvert for facilitating, Donna Finley for hosting, and Beth O’Connor for taking photos.

 


 

More about Dave:DaveS
David Schaverien – CA, MBA, BCom

 

Dave is currently the Finance Director for Ideal Completion Services, a small oil and gas services company providing flowback services throughout western Canada and the US. Since his move to Calgary in 2009, he’s held accounting, finance, and operations roles in the oil and gas services sector. Prior to that, Dave was in the tax group at PwC in Sydney, Australia where he earned his Chartered Accountant designation. Dave is a CA in both Australia and Canada. He also recently graduated from the Global Executive MBA program at IE Business School in Madrid, and has a Bachelor of Commerce from the University of New South Wales in Sydney, Australia. Outside of work, Dave is a keen skier, traveler, and investor. Dave bought his first stock at the age of 18 with $1,000 he had saved up from a summer job and he quickly became more interested in stocks. Over the last 15 years, he’s had some successes and some failures, and that’s why he’s excited to give this talk to help everybody out and set them on the right path.

QUOTES

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“Excellent workshop! Warm, personable presenter – inclusive and fun…”

“Thank you very much for a great event today – it was really good. Please pass my congratulations and thanks to Dave.”

“I truly enjoyed Dave’s presentation; his presentation was easy to follow and I look forward to the next one on how to read financial statements etc.”

“Dave, AMAZING JOB!!! Really well explained.”

“GREAT PRESENTATION! I got so much out of this! I feel excited about investing… instead of afraid.”