Market Outlook: What’s Ahead in 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. As an economist and portfolio manager focused on asset allocation, Craig shared both insights into the current unique environment and expectations on how things may unfold from an economic and market perspective.
Also in the panel are Jeff Logan, Head of Portfolio Management of Harness Investment Management and Elliott Bourgeois, Manager of Welch Family Wealth Advisory Group.
Topics will include:
- The current market outlook with a number of crucial macro trends expected to unfold in 2022
- Bear or bull? What current indicators are telling us about the year ahead
- Inflation – transitory or persistent – what it means for portfolios
As a specialist Micheal initially concentrated in all areas of taxation – corporate and personal. This expertise was subsequently augmented with his extensive exposure to financial and estate planning, as well as cross-border consulting.
For a brief time Micheal worked as a controller in the real estate industry. In this role he gained valuable insight into the complications faced by the SME owner.
Micheal was made a partner at Welch LLP in 1993. In 2008, he took over the role of Ottawa office Managing Partner, a role he fulfilled until his retirement in 2020. Micheal is now a senior advisor to the Family Wealth Advisory practice and will continue to lead that group for the next few years.
Elliott Bourgeois is a Certified Financial Planner (CFP) who received his Master of Science (MSc) and Bachelor of Commerce (BComm) from the Telfer School of Management at the University of Ottawa, both in Finance, and began working with Welch LLP in 2018.
Elliott’s role is to lead the Family Wealth Advisory Group’s financial planning process. Elliott will fully leverage the in-house Welch expertise in tax, estate, and retirement planning, and bridge the investment management expertise of our portfolio management partner, Harness Investment Management. The result is a tax-advantaged intergenerational wealth strategy built by your trusted advisors at Welch.
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