Investment Management for Intergenerational Wealth

When
September 19, 2019
Topic
Past Webinars

Navigating the investment landscape is inherently complex, ever-changing and unpredictable. Piloting through the uncertainty without the support of a knowledgeable and experienced crew can be a recipe for disaster. By smoothing out the stormy seas, you can better enjoy the journey towards your financial goals.

Welch wealth management experts invite Som Seif, founder and CEO of Purpose Investments, the award-winning institutional and retail investment manager to have a fireside discussion on such topics as:

  • The diversification power of ETFs at a fraction of the cost of traditional mutual funds
  • Goals-based investment approach designed to maximize risk-adjusted returns
  • Canadian investment outlook in both the short- and long-term

The Welch team will also share considerations in:

  • Maximizing tax efficiencies in portfolio allocation
  • Section 85 and how it could work for you

Related Resources

Are You Ready To Talk To A Specialist?

Get in touch, tell us your needs and we’ll assign an industry specialist to your organization.

Stay In The Loop

We’ll keep you up-to-date about content and trends that are relevant to you and your business.

Follow Us

Follow our social media accounts to get the latest news and opinions from our industry experts.

Find A Career

Join a team that wants to help you advance your career and achieve success, whether you’re still a student or an experienced professional. We will support you every step of the way on your path to success.