In this hands-on workshop you'll learn to understand your financials, understand your financial position, learn how to detect trends in your company operating efficiency and use benchmarking to measure your financial performance. We’ll talk about dealing with banks and what they might like to see. How to use the Profit Mastery tools to take active control of your finances.Date:July 31, 2013 - 7:00pm - 9:00pmVenue:Confederation Seniors Centre (next to McGill Library)Location:
4585 Albert Street, Burnaby
(Albert street is North of East Hastings. Confederation S. Centre is East of Willingdon.)Speaker:
Tom Lewis is the founder of Summit Fiscal Management Inc., a Coquitlam based company that provides financial advice for small to medium size companies in the Lower Mainland. Tom’s 34 year career with TD Canada Trust helped him develop an appreciation for the challenges faced by business owners and their families. As a business account manager for the past 23 years, he is adept at assessing the strengths and weakness of a broad range of industries and recommending appropriate action to his clients.
Tom was introduced to Profit Mastery through work and has used the tools to help clients get a better grip on their numbers and in turn help them put together a stronger business plan when applying for loans. Tom’s specialty is analysing the numbers, explaining them to clients in terms they can relate to and then structuring credit to best meet the client’s needs. Tom has been told by many clients that he is easy to talk to and very knowledgeable about the credit options available to them in the market place.
Tom is an active member of the Chamber of Commerce and a big believer in staying connected to his community and shopping local, this extends to supporting local charities. Tom has served as the Chair of PoCoMo Youth Services Society who runs a mobile drop in centre for teens. Tom has recently been awarded the Queen Elizabeth II Diamond Jubilee Award for his work with PoCoMo. Tom sets ambitious goals for himself and has climbed both Mt. Kilimanjaro in Africa and Machu Picchu in PeruNotes:
- Attendance fee is $10.
- Annual membership is $45. Members will have access to premiere content on the website in the near future.
- Registration starts at 6:45
- Meeting times are 7:00-9:00