Ellen Bessner will examine real-world scenarios in today's stringent regulatory environment where KYC and suitability issues can result in serious legal headaches.
Evelyn will highlight the latest tax changes in this year's federal budget and share her extensive practical knowledge on relevant tax changes your clients could be benefiting from this tax season and beyond.
Jeremy Lucas discusses how the crossover space in corporate credit could be an attractive solution for investors looking to improve returns in relation to investment grade.
Judith Chan will look back at the year that was and provide a performance update for the Dynamic Private Investment Pools, DynamicEdge Portfolios, Marquis Portfolio Solutions, and Marquis Institutional Solutions.
Jennifer Stevenson, as she breaks down the events of 2018 into their impacts on the supply-demand balance and discusses her outlook for the energy market.