AOLS Webinar: "Investment Planning in a Shifting Environment"

Wednesday, November 21st, 2018

Many of our members remember Julie Brough, Executive Vice President and Portfolio Manager at Logan Wealth Management, whom they met in the Exhibit Hall of our AGMs. In April 2017, Julie also presented a webinar for us on "The Life Cycle of an Investment Plan", which generated a lot of interest from our members.

We are happy to announce that we were able to secure Julie to present another webinar for us this November!

"Investment Planning in a Shifting Environment"

Wednesday, November 21, 2018, 12:00 - 1:00 pm

After 30 years of declining interest rates, the trend has shifted and Canadians are now in an environment of rising rates. At the same time, equity markets are experiencing the longest bull market in history. What does this mean to investors and how should an investor adjust to this changing environment? We will present some thoughts on these changes in the overall investing environment and outline factors that we believe investors should be considering as they set their investment strategy.

Click here to register for the webinar.

Presenter: Julie Brough

• Executive Vice President and Portfolio Manager at Logan Wealth Management
• Julie has worked in the investment industry for over twenty years
• She is also the Chair of the Toronto CFA Society's Private Wealth Management Committee
• At Logan Wealth Management Julie has overall responsibility for individual portfolio management and for large capitalization equity analysis. In addition, she heads up the firm's wealth management advisory group.
• Julie is a Chartered Financial Analyst as well as a Certified Financial Planner
• In her spare time, she is busily engaged as a mother, raising her two young children. She is also an avid and enthusiastic walker and cyclist.

CPD Time: 1 hour Formal.

Please note: The statements made and the views expressed in this webinar are those of the presenter(s) and do not necessarily reflect the position or policy of the Association of Ontario Land Surveyors. All copyright, trademark and Intellectual Property rights are reserved. For educational use only.