Team Guardian recently visited the Diego Martin North Secondary school to facilitate a financial literacy session thanks to an invitation from Business Studies teacher Mariella Modeste.
Candace Kerr, Senior Investment Advisor at Guardian Asset Management, and Justin Seheult, Financial Planner at Guardian Life of The Caribbean led the session. Together, they provided students with valuable insights into setting short- and long-term financial goals, assessing one’s financial position, creating a budget, and exploring both active and passive income streams.
Candace, a former student of the school, connected with participants as they shared their strategies for growing wealth, which ranged from investing in real estate to trading stocks.
Justin, concluded the session with a powerful analogy of financial planning as a journey: Like any meaningful trip, it takes intention, preparation, and smart decisions along the way.