Estate and Financial Planning for Families and Business Owners

Join us for this informative webinar that will outline the fundamentals of estate
planning. Our expert guest speakers will discuss what you need to know about
Wills and estates, trusts, powers of attorney, and considerations to keep in mind
when appointing an executor. 

 

 

 

New Investment Opportunities in this Emerging Higher Interest-Rate Environment

A Virtual Presentation
Monday, December 12th, 2022 | 4:00 p.m.

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Energy Sector and Oil Market Outlook

A virtual presentation
Wednesday, September 28, 2022 | 4:30 p.m.

 

There is always a “back to school” feeling at the end of August, no matter how many years it’s been since actually going back to school (as an aside, I still get “exam”: or “dropping off final papers” nightmares: weird!)

 

So for this years “back to school”, I’m delighted that Eric Nuttall, senior Portfolio Manager of Oil and Gas at Ninepoint Energy has agreed to join on Wednesday, September 28^th, at 4:30, for the latest in our quarterly commentaries.

 

I’ve had the pleasure of knowing Eric for many years. For those less familiar, Eric Nuttall is a widely followed, quoted and sought out for his thoughtful commentary and observations on the Oil market: from a global and macro perspective. One of his strengths I believe is tying in what’s going on in the world with possible outcomes for energy, while differentiating between what is material, and what is just noise.

 

His presentation is particularly timely: given what’s happening in Europe, and Ukraine, contrasted with Canada’s abundance of energy, with challenges to meet this demand. Not to mention the overall importance of Oil from an inflation perspective, and the wild price gyrations in the last few years: from peak demand to Covid (where recall forward contracts on Oil, they would pay you to take), to the reopening and increase in demand that resulted, and the Russian invasion of Ukraine: its been a tumultuous few years for Oil, to be sure, and I look forward to hearing his thoughts.

The invitation is below, and I have attached a link to his most recent Financial Post piece. It’s one of the pieces I make sure not to miss: they are always informative. (LINK).

 

REGISTER HERE