What are Liquid Alternatives? A Conversation with Canada's Top Female Portfolio Manager скачать в хорошем качестве

What are Liquid Alternatives? A Conversation with Canada's Top Female Portfolio Manager

LIVE WITH KATHY & DARCIE | INDUSTRY EXPERT SERIES Bringing you answers to the sticky questions – the ones you don't bring up at brunch. ➜ Second marriages and inheritances ➜ Cross-border tax planning ➜ Raising children with wealth ➜ Divorce settlements and accounting for all the assets ➜ And many more.... --------------------------------------------------------------------------------------------------------------------------------------- EPISODE THREE | Meet Jeannine LiChong (Executive Vice President, Portfolio Manager, Waratah Capital Advisors) ★ Widely known as Canada’s top female portfolio manager ★ In her previous role, responsible for managing $2.6 billion in Canadian Equities ★ Holds the CPA, CA and CFA designations in addition to a Master of Accounting degree ★ Frequent panelist and speaker for leading industry events, including the Canadian Alternative Investment Forum as well as on interviews on BNN Bloomberg ★ Sits on the Summerhill Resorts Ltd. Investment Committee ★ Trustee of the Toronto Symphony Foundation and past board member of the Royal Conservatory of Music Topics Covered: ➜ Jeannine’s background as one of the few Canadian managers who successfully managed money through both 2008 and 2020 ➜ Tools that investors can incorporate in their portfolios to achieve their required rates of return, given low interest rates and the challenging bond market ➜ What are liquid alternatives? ➜ Jeannine’s investment philosophy, approach to selecting securities (stocks, etc.) and building investment portfolios? ➜ Tools that Jeannine uses to mitigate risk? Through decades of advising clients on all matters pertaining to wealth, we've built relationships with leading lawyers, tax and estate specialists, accountants and other professionals across Canada – and we're bringing that access to you. ********************************************************************************************* SAGER & CROWE | CREATED BY WOMEN, FOR WOMEN. ★ Top 50 Canadian Advisors of 2020 ★ "Advisor of the Year - Alternative Investments" (National Gold Winner) ★ "Female Trailblazer of the Year" (National Gold Winner) ★ Chairman’s Club recognition as top advisors across the country at Merrill Lynch, Midland Walwyn, CIBC Wood Gundy and Canaccord Genuity Wealth Management since 1980! QUESTIONS? ➜ Jump on a call with Kathy & Darcie at https://calendly.com/sagerandcrowe/co... HAVE A TOPIC FOR US? ➜ Email us at sagercrowe@cgf.com At Sager & Crowe, our mission is to educate the clients we serve — to accelerate your financial confidence and empower you in your daily lives.