Co-created by Raj Brar, CFP, MA and Jacquilynne Ellison-Wickson, RPR (Manager, Talent Acquisition Pacific & Prairie Region with TD Financial) the BVC TD Financial Planning Mentorship program aims to pair learners with industry professionals while preparing for the CIFP Case Challenge and a career in financial planning.
With this mentorship program, our mentees are presented with a complex financial planning case study each week. With each case, our mentees are coached by a financial services instructor at the Chiu School of Business as well as a Financial Planner from TD Wealth.
This program runs from the second week of January to the last week of March as our mentees prepare for the CIFP Case Challenge.
For further inquiries about this program, please feel free to contact Raj Brar at rbrar@bowvalleycollege.ca
"It was a pleasure to work with the students of Bow Valley College and provide financial planning "insight" on real-world situations our clients face every day. The students at Bow Valley were organized, professional, and engaged in our mentoring sessions from the beginning. I ended my mentoring session wishing that we could continue the conversation as it was thought-provoking to hear the students' perspectives and solutions on the case we were reviewing. Congratulations to the team on a successful National Case Competition!" – Debbie Plesa, Mentor, 2022
