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Stephen Browne
Vice President & Chief Investment Officer - Foresters
Economic and Financial Market Update: Investing in an Uncertain
World
presented January 20, 2005
 (Powerpoint
presentation)
Constructing investment plans in an uncertain world is always
a challenge and 2005 will be no different. A review of key aspects of the current
economic environment and financial markets will set the context for these risks
and uncertainties and provide insights into the development of sound and successful
investment programs.
Stephen joined Foresters in early 2003. He develops and manages
their investment strategy. Previously, he has managed corporate, pension and mutual
fund assets as a Senior Principal at Legg Mason Canada, and as Chief Investment
Officer of investment management subsidiaries at two large life insurance companies.
Early in his career, he was an economic forecaster with the Federal Department
of Finance and with the Bank of Montreal.
 Len
Colman, BA, CFP, CLU
Assante Financial Management
Applied Best Practices: A Day in the Life of an Advisor
presented March 24, 2005
(Powerpoint
presentation)
You know the what — You know the where — You have the Best Practices
Manual. Do you know how? See how one advisor uses contact management and the Best
Practices model to help be more efficient in implementing tools and technology
in the documentation of meetings, phone calls, notes, communication and the use
of engagement letters.
Glorianne Stromberg
Assante Financial Management
Ethics and You: Walking the Talk
presented April 21, 2005
(Acrobat
presentation)
Glorianne is the author of three reports on regulatory strategies
relating to the provision of financial services. Mrs. Stromberg is a securities
lawyer, a former Commissioner of the Ontario Securities Commission and a frequent
speaker and commentator on matters relating to the investment funds industry,
the financial services sector, and the protection of investors.
Jim Otar, CMT, CFP ®, BASc, MEng
Assante Financial Management
Unveiling the Myth of Retirement
presented June 23, 2005
(Acrobat
presentation)
Retirement Strategies, Asset Allocation Strategies, Rebalancing
Strategies …. Jim will demonstrate the results of these strategies based on 103
years of market history. What works and when it works is demonstrated incorporating
historic performance charts. How to combine immediate life annuities and variable
pay annuities with an investment portfolio are explained in detail and different
methods of maximizing estate value or income security are covered Jim C. Otar,
B.A., Sc, M.Eng., CFP, CMT, is a professional engineer, certified financial planner,
investor, market technician and a financial writer. His articles in retirement
planning series won him the CFP Board Article Award Competition in 2001. He has
been investing since 1974.
 KEN
STERN, B.Sc., TEP
Capital Ideas Inc.
Caution: Danger Ahead
Reduce Risk in Client Portfolios Using Alternative Assets
presented October 27, 2005
Hedge
Fund Presentation (PDF)
Presentation Notes (PDF)
We are living in dangerous times both politically and economically.
As professional advisors, it is our duty to protect our client's assets. With
equity markets going sideways, interest rates rising, and oil prices going through
the roof, how are you going to insulate client portfolios from the shocks caused
by these unpredictable economic changes and geo-political events? Attend and find
out.
Ken is president of Toronto based Capital Ideas Inc., and a member
of Creative Planning Financial Group. He specializes in developing and implementing
creative wealth management strategies by providing professional advice and service
for a broad range of insurance and financial products. Since 1999, Ken has focused
his investment practice on Alternative Investments. He is continuously upgrading
his own education, performing due diligence and ongoing research on the various
hedge funds available to Canadian investors. In acknowledgment of this expertise,
a number of advisors now “hire” Ken on a cooperative basis to offer alternative
investments to their clients. He believes that all investors can benefit from
the diversification Alternative Investments can provide. He is a founding member
of the Academic Certification Board for the newly minted Chartered Alternative
Investment Planner (CHAIP) designation sanctioned by the Investment Funds Institute
of Canada (IFIC). Ken has had numerous speaking engagements, most recently as
a featured speaker at the June 2005 Million Dollar Round Table Annual Meeting
in New Orleans Louisiana.
KIM STANLEY, CFP, CLU, ChFC
The Canadian Living Benefits Centre
Living Benefits: CI, DI and LTC
presented November 24, 2005
PERSONAL
CARE PLANNING Presentation (PDF)
Living Benefits: CI, DI and LTC Insurance is an important part of a complete financial
plan. As the insurance-product universe grows, so do the number of ways in which
it can be used. It has become increasingly confusing to determine how this tool
fits into your clients' financial plans. A single client problem could have a
number of different yet equally effective solutions.
Kim Stanley has been a life insurance advisor for 20 years. She
was the third generation to join the family business, which she took over in 1997
upon her mother's retirement. The enormous changes and consolidations in the insurance
industry pointed to many new opportunities. She sold her agency in September 2003
and embarked on a new career. She founded The Canadian Living Benefits Centre,
a company created to educate and train the Canadian public, insurance advisors
and the media about the importance of living benefits, particularly by critical
illness insurance and long term care insurance.
Kim holds her Certified Financial Planner, Chartered Life Underwriter
and Chartered Financial Consultant designations as well as her B.A. in English.
She has served on numerous industry boards and committees. Kim wrote a Personal
Finance column in The Globe and Mail and Goodlife Magazine. Currently, she writes
a bi-monthly column for a popular industry magazine, Forum and a monthly column
for The Care Guide. She has recently appeared on the Roger's TV program, Dufferin
Peel Living.
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