FinGen Society

02/06/2026

The financial decisions you make in your 20s and 30s can either protect your future wealth or quietly cost you later.

Most young professionals focus on earning money, but very few understand how insurance can also be used as a tool for wealth protection, financial security, and long-term investment planning.

Join the FinGen Society for Bites & Insights: Insurance as a Tool for Wealth Protection and Investment on Thursday, June 11 at 12:00 PM.

RSVP: https://luma.com/e5p18mb4

Together with industry professionals, we’ll explore how products available in The Bahamas — including life insurance, health insurance, annuities, and other planning tools — can help protect income, preserve assets, and support long-term financial goals.

Featuring:
• Shantel Saunders, Principal of Assurance Wealth & Advisory Services
• Wayne Miller, Sales Manager
• Moderated by FinGen member Jonelle Gardiner, Compliance Analyst

If you’ve ever thought insurance was “something to worry about later,” this conversation is probably for you.

26/05/2026

Over the weekend, the FinGen Society dedicated part of the holiday weekend to giving back through a beach and park clean-up at Goodman’s Bay. It was great to see our members come together in support of an initiative led by our Community Service Committee, reinforcing the importance of community, collaboration, and environmental responsibility. 🌴

Thank you to Butterfield Group for partnering with us and supporting this initiative.

30/04/2026

Most of us grew up with the same financial playbook — save, buy property, repeat. But is that enough?

Last night's FinTalk Series on the topic “Creative Wealth: Art, Real Estate, Alternatives, and the Modern Investment Portfolio” explored what a truly well-rounded portfolio can look like for Bahamian investors today, from local art and real estate to digital assets and private credit.

The biggest takeaway: do your research before you invest. The investors who succeed are the ones who go in informed.

Thank you to Jolyn Oldham, Bobby Chen, Jodi Minnis-Rolle, and Deno Moss for a great conversation. Stay tuned for our next session!

— The FinGen Society

29/04/2026

At the Bahamas Global Wealth Summit, our FinGen Executive, Chris Barr, led a forward-looking discussion on “Positioning for the Next Decade: The Future of Wealth Jurisdictions,” alongside Christina R. Rolle, Executive Director of the Securities Commission of The Bahamas, and Dr. Earl A. Cash of Higgs & Johnson.

29/04/2026

Today, the FinGen Society was represented by Jeffrice McKinney BA, JP at the Bahamas Global Wealth Summit.

This is exactly why FinGen Society exists, to ensure the next generation of professionals is present, engaged, and part of the conversations shaping the future of financial services.

21/04/2026

What do art, real estate, and collectibles have in common?
They are all shaping how modern portfolios are built.

Join us for the next FinTalk Series as we explore Creative Wealth: Art, Real Estate, Alternatives, and the Modern Investment Portfolio — an interactive discussion on investing beyond the traditional.

📅 Wednesday, April 29, 2026
🕕 6:00 PM
📍 Baha Mar Convention Center (Baha Mar 3)

Hear from a dynamic panel of speakers:
• Deno Moss, CIM®, International Investment Advisor
• Bobby Chen, CAIA, Real Estate Agent and Watch Collector
• Jodi Minnis-Rolle, Curatorial Director, NAGB
Moderated by FinGen Member, Jolyn Oldham

Whether you're building your first portfolio or looking to expand your approach to wealth, this session will challenge how you think about investing.

🔗Register here: https://luma.com/z4pokl9z

What do a Bahamian painting, a beachfront property, and a private equity fund have in common? They are all alternative investments — yet often…

14/04/2026

We are pleased to feature Mrs. Deidree Bain-Toote, Managing Director at Butterfield Trust (Bahamas) Limited, as our upcoming FinGen mentor.

Deidree brings extensive experience in fiduciary services and wealth structuring, advising high-net-worth families on trust administration and succession planning. She is passionate about helping young professionals navigate their careers with confidence, integrity, and purpose, while building the skills needed to lead in an evolving financial services landscape.

We look forward to welcoming Deidree at our next FinGen Mentorship Coffee Session!

09/04/2026

Recently, the FinGen Society’s Community Service Committee hosted its “Day in Finance” initiative with the Grade 12 Business students of C.I. Gibson Senior High School.

Held in partnership with EY Bahamas Ltd., the session gave students valuable insight into careers in financial services, along with practical guidance on banking, credit management, saving, and resume building.

Initiatives like this reflect FinGen’s commitment to supporting the next generation through early exposure, practical knowledge, and meaningful industry engagement.

02/04/2026

Last week’s mentorship session with Toneika S. Russell gave our members the opportunity to gain real insight into the legal profession, from career journeys to practical advice on navigating the industry.

It was also great to hear Toneika’s own reflections on the session and the importance of mentorship within the legal and financial services space.

This is what FinGen is about. Creating access, opening doors, and connecting our members with professionals across the industry.

If you want to be part of sessions like this and gain exposure to mentors throughout the year, FinGen Society is for you.

Join the network: https://bfsb-bahamas.com/fingen-society/

01/04/2026

We were pleased to welcome Tiffany Cartwright, CFA, CIPM as our guest speaker at FinGen Society’s Bi-Monthly Meeting.

Tiffany delivered an engaging and insightful session on Financial Wellness: Investment Opportunities for Young Professionals, sharing practical guidance on building strong financial habits and navigating investment options early in your career.

Interested in being part of conversations like this? Join the FinGen Society and stay connected for upcoming sessions and opportunities: https://bfsb-bahamas.com/fingen-society/