A group of industry leading professionals collaborate with Farber to bring you the following webinar.
Jamie Brubacher; a portfolio manager with Cidel Private Wealth, will provide insights on what’s happening in the markets at this strange time in history, and give direction on how they are positioning their clients’ portfolios for opportunities in the new reality.
Jamie Brubacher, CFA – Institutional Client Portfolio Manager
Cidel Asset Management Inc.
Jamie has over 10 years of financial services experience and has spent the past 6 years with Cidel. He works extensively with institutional investors, consultants and private clients as a registered portfolio manager.
He holds a Bachelor of Commerce from Ryerson University and is a CFA charter holder. He is actively involved with the CFA Institute focused on exam evaluations. Outside of work he has an active family life; as he and his wife raise two young boys. Jamie has spent the last 5 years sharing his love of hockey through coaching youth sports in his community.
Philip Evenden –Insurance and Financial Planning Expert to Small Business
Integrity Wealth Management Inc.
Philip has been involved in the financial service industry for over 30 years. Starting with a major Canadian life insurance company, his business has evolved through many stages and thus Philip has experience in financial planning, insurance and investments.
In 2001 Philip created Integrity Wealth Management Inc. (IWM) as a brand that reflects the values so important to him, his team and his clients. The last several years have seen IWM create a niche for themselves by working exclusively with owner-operators of private businesses.
With a focus on minimizing tax and helping owners realize and protect the wealth their businesses create, Philip and his team continue to gain new client relationships while deepening existing ones through IWM’s comprehensive planning process involving the client’s existing team of professionals.
When: Wednesday, April 22, 2020
Webinar from 4:00 to 5:15 p.m.
Where: This is an online session.
The event URL will be provided upon registration.