The Fund is a monthly event designed for students, young professionals and community partners aged 18-24, equipping them with real world financial literacy skills in an engaging, interactive, and community driven format. Unlike traditional finance workshops, The Fund provides a dynamic learning experience with expert insights, real student stories, and networking opportunities all in just 90 minutes.
To kick off The Fund, we're diving deep in to tax season and helping you maximize your returns. So whether you're a tax noobie, first time filer, or seasoned vet, you can expect to have all your tax q's covered.
🏦 Gain Practical Financial Skills: Learn how to budget, invest, manage credit, and more.
🤝 Build Your Money Community: Find your financial accountability partner, meet future “rich aunties,” and connect with like-minded peers.
🎓 Support Your Education: Participation fees contribute to an annual scholarship fund for students in need.
📈 Track Your Progress: Follow your own financial journey with measurable growth and expert guidance.
Zhané is the Senior Associate of Youth Engagement at Wealthsimple Foundation, where they lead digital initiatives focused on financial literacy and community empowerment. Through programs like the Money Masterclass, Foundations Day, and The Fund monthly money series, they make financial education accessible and engaging for young adults. They also play a key role in community driven initiatives, such as tax clinics and student focused financial programming. Their work bridges the gap between financial literacy and real-life experiences, helping individuals navigate personal finance with confidence.
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Svetlana is a Certified Tax Professional with over 15 years of experience in tax accounting. She specializes in preparing federal and provincial returns for individuals, including students, retirees, self-employed individuals, and those with rental properties, investments, or foreign income. Passionate about simplifying the tax system, she helps clients navigate complex regulations to achieve their financial goals.
Currently in her second year as a Tax Expert with Wealthsimple, Svetlana previously worked at H&R Block as a Client Service Lead and Senior Tax Professional, where she provided tax advisory services, conducted in-depth analyses, and developed tax planning strategies. She also mentored junior staff on tax laws and regulations. Dedicated to financial literacy, she is committed to educating individuals and families on tax planning. Her goal is to build a thriving tax practice that serves the community.
