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Inflation has soared in the past year. While this has affected all clients, retirees and pre-retirees are particularly challenged. What investment strategies can financial advisors employ for this group in this market environment? How can these clients take advantage of rising interest rates? What tax-planning strategies can clients employ to make the most of their investments? What role can government benefits play?

In this virtual roundtable hosted by Advisor’s Edge and Investment Executive that aired live on Wednesday, November 16, 2022 at 1:00 pm ET, experts tackle these questions and more.

Moderated by:
Katie Keir, Research and Special Projects Editor, Advisor’s Edge and Investment Executive

Presented by:
Anna Castro, Managing Director, TD Asset Management
Lori Clements, Director, Tax & Estate Planning, Sun Life Global Investments
John Natale, Head of Tax, Retirement & Estate Planning Services, Manulife Investment Management

Register Now and get FP Canada and IIROC CE credits (pending approval)*

* Note: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner and the CE Corner team will be applying to FP Canada and IIROC for continuing education credits. You will receive an email notification when your CE certificate is ready, which can take up to one month after attending the live webinar.

About the moderator

Katie Keir

Research and Special Projects Editor, Advisor’s Edge and Investment Executive

Katie Keir, who was named Best New Journalist by the Canadian Business Media Awards in 2012, has been reporting on financial services and business trends for more than 10 years. As the research and special projects editor for Advisor’s Edge and Investment Executive (IE), her primary focus is on IE’s annual industry Report Card series. Her reporting specialties have included investment trends, regulatory reform, compliance and the evolution of environmental, social and governance (ESG) practices. Katie holds an Honours Bachelor’s degree in English and Drama from the University of Toronto.

About the speakers

Anna Castro

Managing Director, TD Asset Management

Anna leads the Multi-Asset Portfolio Management Team responsible for global strategic, tactical and absolute return asset allocation strategies for the firm's managed solutions. She is a Senior Portfolio Manager on the Asset Allocation & Derivatives Team and has oversight of the global multi-asset portfolio construction investment process, which integrates fundamental analysis with a macroeconomic and quantitative overlay. She is a member of the TD Wealth Investment Policy Committee and a Commodity Trading Manager. She was previously a member of the Portfolio Management and Research Teams of various investment strategies including Global Absolute Return, Core Canadian Equity, Value and North American Long Short portfolios. Anna holds a B.Sc. in Management Engineering from Ateneo de Manila University and an MBA from Rotman School of Management at University of Toronto.

Lori Clements

Director, Tax & Estate Planning, Sun Life Global Investments 

Lori Clements is a CPA, CA, MTax, CFP with 20 years of experience working with high net worth clients in the fields of tax and wealth management.  She enjoys sharing her knowledge and supporting others in growing their understanding of tax and estate planning.

John Natale

Head of Tax, Retirement & Estate Planning Services, Manulife Investment Management

John joined Manulife in 2001, having previously worked as a tax lawyer with a national accounting firm and a private law firm. He has experience with estate and retirement planning strategies and a wide variety of general tax matters, including personal and corporate taxation, trusts, and investment-related topics generally. He’s a frequent speaker at industry conferences and seminars and has appeared as a guest expert on industry podcasts and BNN Bloomberg TV. John has published numerous articles on tax and estate planning and is co-editor of Canadian Taxation of Life Insurance. John has Elder Planning Counselor and Certified Financial Planner designations, and is a member of the Ontario Bar Association and the Canadian Tax Foundation.

Sponsored by

Manulife Investment Management
Sun Life Global Investments
TD

So how does it work?

Here’s how to get your CE Credits:

Register for the webinar

Follow the “Register Now” link and fill out the required fields on the registration page. Once completed, you will receive a confirmation email. Be sure to reserve the date and time in your calendar. You will receive a reminder the day before and an hour before the live webinar. Before joining the webinar, check that your device meets the system requirements.

Attend the webinar

From a desktop computer, click the “Join Webinar” link in the confirmation email and follow the steps to run the GoToWebinar application. From a mobile device, download the free GoToWebinar app. Once downloaded, either click the “Join Webinar” link in the confirmation email or open the app and enter the session ID. To qualify for CE credits, you must listen to the audio and watch the PowerPoint presentation from start to finish.

Go to CE Corner

Approximately four weeks after watching the live webinar, you will receive an email notification from CE Corner stating that the webinar has been accredited and your certificate is ready. Sign up or log in to CE Corner to download your certificate.

Missed the webinar?

After the live webinar, a recording will be uploaded to CE Corner for on-demand viewing. Sign up or log in to CE Corner, watch the video and pass a quiz to be eligible to receive credits. Those who registered for the live webinar will receive an email notification when the recording is available.

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