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
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March 23, 2022 – In honour of International Women’s Day on March 8th, our EDI Community Alliance put together an insightful webinar. Our EDICA team spoke with four spectacular diverse leaders from the Ottawa Capital Region about their journey and experiences as women in their fields.
Market Outlook: What’s Ahead in 2022
March 04, 2022 – Hosted by Welch Family Wealth Advisory’s Senior Advisor, Micheal Burch, FCPA, FCA, CFP, the Market Outlook: What’s Ahead in 2022, was a riveting discussion that featured Craig Basinger, Chief Market Strategist of Purpose Investments.
2022 Annual Public Sector Accounting Update
February 23, 2022 – Gain insight for the year ahead with our 2022 Virtual Public Sector Accounting Update.
Future of the Office – 2021
November 06, 2021 – Keynote speaker David Coletto, CEO of Abacus Data presents key research and insight to help you make decisions on your office space needs.
Accounting & Tax Updates: Private Enterprises 2021
October 06, 2021 – Gain insight for the year ahead with our Virtual Annual Private Enterprise Accounting & Tax Update Webinar.
Navigating your Financial Future for Business Owners
June 17, 2021 – In this webinar, moderated by Micheal Burch , speakers Jeff Logan and Elliott Bourgeois will discuss some considerations for your financial planning in advance of, during, and after the sale of your business.
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January 29, 2021 – The COVID-19 specific guidance has made the home office expenses deduction available to more Canadians and simplified the way eligible employees can claim these expenses.
Public Sector Accounting Update Event
November 04, 2020 – In a post-pandemic environment, these changes will place additional fiscal pressures on public sector organizations trying to balance their budgets.
Market Outlook: After the US Election
October 16, 2020 – The webinar is moderated by Welch LLP’s Managing Partner, Micheal Burch. Also joining the discussion is Nawan Butt, Portfolio Manager of Purpose Investments Inc.
2020 Future of the Office
October 08, 2020 – COVID-19 has required most companies to re-think the utilization of their office space, making a rapid shift to the work-from-home model. What other steps can be taken now? What will things look like in the long term?
Future of the Office – 2020
October 08, 2020 – COVID-19 has required most companies to re-think the utilization of their office space, making a rapid shift to the work-from-home model. What other steps can be taken now? What will things look like in the long term?
Webinar: Accounting & Tax Update Private Enterprises-2020
September 24, 2020 – COVID-19 has required most companies to re-think the utilization of their office space, making a rapid shift to the work-from-home model. What other steps can be taken now? What will things look like in the long term?
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