We chose the topic of Portfolio Construction, as it impacts the valued work financial planning professionals undertake in crafting tailored solutions for clients in managing their investment portfolios as part of their lifelong financial security.
Their talk will address the critical steps in portfolio construction from asset allocation, sector and geographical diversification, securities and alternative investments, risk management, the role of the IPS and investor profile in the design process. They will discuss client perceptions of what this process entails, and the creation of an efficient portfolio tailored to client circumstance.
This wide-ranging discussion will be valuable to all professional planners working to provide the best results for their clients; from the perspective of two investment professionals active in portfolio construction and ongoing management.
A roundtable discussion will be held to learn your experiences and challenges that you see going forward from a planning perspective.
Register today to network with your R.F.P. peers, financial planners, invited guests and other professionals.
R.F.P. members who register for this event may invite ONE support staff or other guests interested in becoming an R.F.P. for free. (To assist with food requirements, please enter the name and email address of your guest in the question box during the registration process).
Event Time: 11:30 to 1:15.
Please arrive on time, as the speaker starts at 11:45.
Cost: $25.00 - Light lunch provided.
Registration closes January 10, 2020.
We look forward to seeing you on January 14th!
Russell Todd, R.F.P. (Retired),
Program Chair
SPEAKER BIOGRAPHY
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Jerry joined Leith Wheeler Investment Counsel in 2011; providing investment management services for private clients and charitable foundations in western Canada. Jerry began his career in 1993 and has worked for a major Canadian and global financial institution on the brokerage and investment counseling prior to joining Leith Wheeler. He holds a Bachelor of Commerce degree (University of Calgary), earned his Chartered Financial Analyst (CFA) designation in 2000 and is a Certified Financial Planner (CFP). Jerry is involved in numerous community organizations and served on the board of CFA Society Calgary for two years. |
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Patti joined Leith Wheeler Investment Counsel in 2011 and is responsible for the discretionary investment management of Private Client and Foundation portfolios. Prior to 2011, Patti spent nine years with a wealth management firm in Calgary as a Portfolio Manager. She holds a Bachelor of Science degree (University of Alberta) and the Chartered Financial Analyst (CFA) designation. Patti is passionate about sharing her knowledge through teaching investment courses for women and young adults. |
Last updated: 19 Dec 2019 8:51 PM
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