Watch the Webinar Recording
Real Estate is an amazing asset class that combines the ability to generate income while benefitting from growth by investing in hard assets. You can “DIY” (do it yourself) or hire property managers to invest locally or globally and you can invest in mature, properly managed properties or “fix’er uppers”.
Next in our 2022 series of webinars, we are pleased to present “The Wealth Stewards Real Estate Summit” – a roundtable discussion featuring some great minds in a variety of real estate topics.
In January, Wealth Stewards presented Outlook 2022, a webinar focused on trends in the economic landscape. We introduced attendees to Kenneth Gronbach, a US marketing demographer, a portfolio manager from Australia and Kate MacDonald, an award-winning Canadian portfolio manager who discussed trends in commercial and real estate trends, both locally and internationally. We heard great feedback from those who attended and the 2022 Real Estate Summit event promises to be just as valuable.
Wednesday, March 23, 2022
Who Should Attend?
- Wealth Stewards Clients
- Business Owners
- Our Accountant Affiliates
- Your Friends and Colleagues
You Will Learn:
- How to invest in multi-family residences in some of the fastest-growing job growth markets in North America and benefit from a turn-key process to upgrade the properties and participate in a proven wealth-generation system
- Participate in developing real estate trends, such as build-to-rent, that are emerging to help Millennials to find suitable housing for their growing families
- Invest in Ontario farmland, a limited, yet valuable resource that offers farmers some of the best soil and growing conditions in the world
- Learn about invest in real estate technologies that are being developed to transform the real estate industry with 2/3rds of dollars invested in carbon reduction technologies.
Meet the Panelists
More panelists will be added shortly to this list as they are confirmed
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.