Conference Speakers & Topic(s)
Angela holds a Master’s in Business Administration from Queen’s University, an Honours Bachelor of Science in Mathematics and Psychology from the University of Toronto and held the Project Management Professional (PMP) designation. Angela is currently a Certified Financial Planner.
After graduating from U of T, Angela began working at an insurance company. Their first role was calculating future values, explaining benefits to retain policies or providing advice on their portfolios. Since all their customers were in the Eastern half of the US, they were required to be licensed in all 10 provinces of Canada and 40 of the States in the US.
After 5 years, Angela was recruited to Bombardier Aerospace at the Canadian Forces base in Moose Jaw. Angela was a Senior Executive running all the Corporate Services at the NATO Flying Training in Canada (NFTC) Program. Angela managed an operating budget of over $80M per year, worked on several international business opportunities, negotiated multimillion dollar deals and was heavily involved in Customer Relations.
After 15 ½ years at Bombardier, Angela decided to leave and focus on a new venture. Concurrently, Bombardier decided to sell the division to CAE Canada and asked that Angela stay to help negotiate the acquisition. Today, Angela still does some consulting in the Aerospace industry.
As an investment and insurance specialist with Sun Life Financial, Angela is very passionate about their role as a Certified Financial Planner outlining numerous strategies on how to protect and grow your wealth. Angela specializes in working with business owners on corporate asset protection, asset access at retirement and asset transfer strategies to minimize taxation. When it comes to group benefit for Angela’s business owners, Angela acts as a broker and have contracts with numerous insurance companies to obtain the best quotes and plan designs for their clients. Angela is licensed in Saskatchewan, Manitoba and Ontario.
Angela is happily married to Troy Bartlett and they have two beautiful daughters, Vittoria (16 years old) and Stella (11 years old). Angela is a coach in the NFL Youth Flag Football league and enjoys many volunteer and extra-curricular activities
Feet And Health Are Like Risk and Financial Plans
The last year has brought a new set of challenges to all business owners around the world regardless of what you do or how your did it. Today Ms. Angela Oddo of Fiducial Financial Solutions Inc and Ms. Erin Caleval of Erin & Associates Insurance Inc. will share with you how to create certainty in an uncertain world for your business. They will discuss risk management strategies that you should be aware of from both a personal and shareholder perspective and a commercial liability perspective. What are the trends to watch for and what are ways to mitigate your risk? Regardless of what stage you are at in your business you will need new tools to navigate the continuing pandemic business landscape.