Patricia Lovett-Reid

Topics

Presentations

Taking Your Retirement from Good to Great
We are all going to retire one day. This presentation will help you gain a better understanding of your retirement preparedness and plan for an engaging, purposeful and fulfilling next third of your life. It will focus on the key decisions you have to make and how being disciplined can make the difference between a good retirement and a great retirement.

Retirement Revolution
Patricia Lovett-Reid's discusses how this is the greatest economic or financial downturn since the Great Depression, but Canada is the best place to weather the storm. In this informative presentation, Lovett-Reid discusses 5 phases to every retirement, the key risks to your retirement lifestyle, the path to the retirement of your dreams, and retirement planning solutions.

Wise & Wealthy Women
Successfully construct a long-term investment plan. This presentation is designed to help educate and empower women to accumulate, grow and protect their hard-earned wealth.

Beyond the Bear
Stay on track to reach your financial goals. Beyond the Bear helps investors overcome their emotions by discussing current state of key market drivers: economic conditions, long-term corporate expectations, and investor sentiment.

Taking Stock for Your Future: Becoming Your Own CFO
Take Control of your Financial Objectives and become your own Chief Financial Officer. Learn to have long-term goals and a great team to help you reach them.

Leaving a Legacy
Patricia discusses strategies using Wills, Trusts, and Power of Attorneys that can help complete your financial plan. Leave a legacy that lasts.

Get Real: Follow your own authenticity track
From her research with amazing women Patricia examines the main currents of a woman's life that flow together and set the direction to lead audiences to what she calls "the authenticity track"

Summary Profile

Patricia Lovett-Reid is one of Canada’s leading and respected authorities on personal finance. Patricia holds the designation of Certified Financial Planner and is a regular commentator for Business News Network, CTV, CP24 and the National on CBC. Patricia is the host of MoneyTalk, a national prime-time television program on personal finance, airing every Monday at 8:00 pm (ET) on Business News Network and offers daily market commentaries on radio stations such as AM 740 and 680 News.

A sought-after speaker and commentator on wealth management, Patricia has co-authored the national best selling books, Get Real: 26 Canadian Women Share the Secret to Authentic Success, Live Well, Retire Well: Strategies for a Rich Life and a Richer Retirement and Retirement Strategies for Women. Other publications include Surprise! You’re Wealthy: A Woman’s Guide to Protecting Her Wealth, as well as Take Charge Now: A Woman’s Guide to Personal and Family Finance.

In October 2011, the Financial Planners Standards Council awarded Patricia an Honorary Fellow of Canadian Securities Institute (CSI) designation for her long-standing and exemplary service to the Financial Planners Standards Council. In June 2010, the Board of Directors of Humber College awarded her with an Honorary degree in Applied Studies; this is the highest award the institution can bestow. For her outstanding contribution to the profession of financial planning in Canada, The Financial Planners Standards Council (FPSC) recognized Patricia with the 2009 Donald J. Johnston Award. The Women’s Post named Patricia as one of Canada’s Top 35 Women to Watch on their 2008 Women of the Year list. As well, Patricia was named to the 2007 Canada’s Most Powerful Women: Top 100™ Award in the Trailblazers and Trendsetters category. In 2006 Patricia received an Honorary Fellow of the Canadian Securities Institute (Hon, FCSI) for recognition of work focused on women and children.

On a personal note, Patricia has completed the Ottawa Marathon, enjoys biking, Bikram Yoga and golf although states emphatically her passion to participate trumps her ability every time.

All royalties from Patricia’s publications, speaking and television engagements are donated to charity.

Client Testimonials:

"Full of easy-to-understand advice explaining the basic principles of investing."

Chapters Indigo