New Investment Opportunities in this Emerging Higher Interest-Rate Environment
A virtual presentation
Monday, December 12th, 2022 | 4:00 p.m.
After last week’s well-received “guest post” by team member Avril McAmmond, stay tuned for perhaps a more regular posting and musings from her.
For our pre-holiday seminar, I’m doing something a little different: I’ve got two presenters who will each do a 20 minute presentation. For the first time in many years, with elevated interest rates that are expected to remain higher for longer, there are a lot of fixed income, capital safe products to invest in, that don’t have the ups and downs of the stock market, while providing yields that haven’t been available for at least a decade.
So hoping you can join, we will have all the bugs sorted out on this one: promise!
Click here to register: REGISTER
Might be a little early, but time to get a Christmas tree, and set up the decorations outside.
Have a great weekend!
RBC Dominion Securities
Joshua is a seasoned investment professional with over 20 years of experience. He has an undergraduate degree from Laval in Quebec City, a graduate degree from the Sorbonne in Paris, and an MBA from University of Toronto’s Rothman School of Management. His past roles in Canada and England enable him to provide his clients with a well-rounded perspective on their financial matters. Joshua holds the Chartered Investment Manager designation, an insurance designation and is Options and Futures licensed.
Fixed Income Portfolio Advisor,
Portfolio Advisory Group,
RBC Dominion Securities Inc.
Ryan started on the PAG Fixed Income Strategies team in 2019 after finishing the Wealth Management Generalist Program, where he completed rotations in RBC DS, Global Asset Management and UK Investments. Today he sits on multiple portfolio and advisory committees, and is the portfolio manager for the Pull to Par A+ SMA. Prior to working at RBC, Ryan was a high school teacher at a Hutterite colony north of Saskatoon for 6 years, during which time he developed an interest in markets through the completion of CFA exams. He holds a B.Ed. from the University of Saskatchewan, an MBA from the Ivey Business School, and is a CFA Charterholder.
Global Equity Linked Products
RBC Capital Markets
Jamie Levey is a Director in the Global Equities (Structured Products) division at RBC Capital Markets. He has worked on the RBC trading floor in Toronto, Canada for the last 12 years and has over 18 years of industry experience. In his current role, he is responsible for building customized solutions for investors who are interested in alternatives to traditional equities and fixed income. Capital preservation, reduced volatility, and portfolio diversification are some of the ways the Structured Products desk can add value to a portfolio.
Prior to joining the Structured Products group, he spent 6 years on the Institutional Equity Derivatives trading desk where he covered large scale Hedge Funds, Pension Funds, and Asset Managers in both Canada and the United States. His primary role was to provide clients with actionable trade ideas in both the single stock and index option market and execute trades on demand.
Jamie has a degree in Finance from the University of Western Ontario and is fully licensed to trade options and futures in both Canada and the United States.