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Event
Day in the Life Speaker Series
Date(s):
-
Date(s):
-
Audience:
Students
Staff
Community
Campus:
Kelowna
Location Description:
Kelowna Campus, T115B

Ready to see how real wealth is built—and protected? Join Marcus Basara, CIM®, Associate Portfolio Manager at Wellington-Altus Private Wealth, for an exclusive behind-the-scenes look at what it really means to manage money in today’s fast-moving financial world.


Marcus works with entrepreneurs, professionals, and business owners to help them grow and safeguard their wealth—going far beyond traditional investing to tackle the full financial picture. In this dynamic session, he’ll walk you through “a day in the life” of a wealth advisor, sharing how he reads market trends, solves client challenges, and makes smart decisions that matter.


Whether you're curious about finance careers, fascinated by market strategy, or just want to know how the pros think about money—this is your front-row seat. Expect real insights, relatable stories, and a fresh perspective you won’t get anywhere else.


📅 Don’t miss it. Seats are limited—register now and get inspired.