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As the new year approaches it is the perfect time to begin reflecting on the past year and look forward to the next. At Portfolio Stewards, we are reviewing our investment strategies for the upcoming year, and checking in on their outlook for the upcoming year in order to position every portfolio for success. We manage some of our portfolios directly but for others we hire external managers. These experts do more than just manage a portion of your portfolio. When they are brought on, we are hiring their specific knowledge, experience and expertise. It is essential for us to maintain an open line of ongoing communication with these managers.
On the evening of January 25th at 7:00 PM, we will be conducting a virtual roundtable discussion with a group of celebrated portfolio managers in order to tap into their views about the upcoming year.
Tuesday, January 25, 2022
Who Should Attend?
- Wealth Stewards Clients
- Business Owners
- Our Accountant Affiliates
- Your Friends and Colleagues
Watch the Recorded Event
What is Outlook 2022?
Our guest panelists are plugged into financial markets and the world’s economies and industry trends.
Outlook 2022 is not a sales pitch but a roundtable featuring some great minds (both Canadian and International) discussing trends and how they will affect world economies and financial markets. Rather than getting information second hand from our Wealth Advisors, Outlook 2022 gives you direct access to portfolio managers and experts.
Meet the Panelists
Kenneth W. Gronbach
Topic: Demographic Trends
Kenneth W. Gronbach is a gifted keynote speaker and nationally recognized author, expert and futurist in the field of Demography and Generational Marketing. He makes the science of shifting demography come alive with real life examples which make it relevant to today’s culture, business climate and economy.
James W. Murdoch
Topic: Canadian Tax Landscape
Jim is a partner of Thorsteinssons LLP and practices in the firm’s Toronto office.
Jim’s practice includes both domestic and international corporate and personal tax planning, private corporations, trusts and estates. Jim also represents clients during audits and appeals with the Canada Revenue Agency.
Jim is a member of the Society of Trust and Estate Practitioners (STEP) and the Canadian Tax Foundation. He is a member of and Past-Chair of the Taxation Section of the Ontario Bar Association (OBA). Jim has spoken at numerous conferences and continuing education programs offered by the Canadian Tax Foundation, the Law Society of Upper Canada, the OBA, STEP, the Institute of Chartered Accountants (Ontario), the Conference for Advanced Life Underwriting (CALU), Strategy Institute, Insight and the Council for International Tax Education. Jim has published articles in the Canadian Tax Foundation’s Canadian Tax Journal and Canadian Tax Highlights, STEP Journal, Taxation Law (OBA), and Tax Litigation (Federated Press).
Jim was admitted to the Ontario Bar in 1999. He received his LL.B. from the University of Western Ontario in 1997 and his Bachelors of Business Administration (Honours) from Wilfrid Laurier University in 1993.
Topic: Global Equity Markets
Nick is a founding Partner and the Chief Investment Officer of Munro Partners. He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Nick has over 20 years of financial services experience and over 14 years managing absolute return mandates focused on global growth equities.
Topic: Canadian Real Estate
Kate MacDonald is Vice-President, Portfolio Management and Portfolio Manager of Signature Global Asset Management and manages the CI First Asset Canadian REIT ETF. She joined Signature in 2018 as a portfolio manager responsible for a number of dedicated real estate funds as well as real estate allocations across various strategies.
Prior to joining Signature, Kate managed award-winning real estate portfolios at CI First Asset. Kate holds a Masters in Finance from Queen’s University, the Chartered Investment Manager designation, and the Chartered Financial Analyst designation. In 2020, Brendan Wood International recognized Kate as a TopGun Investment Mind, an award that singles out individual investment professionals as being the most accomplished professionals in the Canadian investment industry.