Navigating Today’s Environment

The global economy is experiencing some significant challenges: high inflation causing central banks to become more aggressive on interest rates, surging commodity prices and the Russian invasion of Ukraine adding to the volatility and uncertainty in the markets, just to name a few. All of this impacts the advice we give our clients and the strategies we employ.

Dave Nicholson will lead a lively discussion with Blair Setford and Rahim Dhalla about these challenges, and the tactical changes we’ve made to our portfolio offering in response. Among other things, they will discuss the performance and positioning of our portfolios, how we’re addressing client focused reforms, and practical strategies for capturing the growing retirement income segment. And stay tuned for a deeper dive on some enhancements we are planning that will benefit you and your clients in a significant way!