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How To Invest Securely Like a Pension Fund

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9912A Manning Ave

Fort McMurray, AB T9H 2B9

Canada

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Investors who wish to protect capital yet grow their nest egg to keep pace with inflation and generate an income are faced with a greater challenge today than ever before. Low and rising interest rates negatively affect the bond markets, and stock market volatility leaves investors uncomfortable.

In this session, you will learn about a discretionary portfolio management solution to these common challenges faced by investors.

Newport Private Wealth is one of Canada’s largest independent wealth management firms for high-net-worth clients. Created for investors with $200,000-$1 million who want to earn more consistent returns, Lonsdale has access to Newport’s investment process, investment vehicles and specialized money managers typically reserved for the wealthy.

Featuring:

Jordan Schwann, CFA

Lonsdale Portfolio's by Newport Private Wealth

FAQs


How can I contact the organizer with any questions?

Contact Megan, our Executive Assistant, at 780-747-1248 or clientcare@growyourwealth.ca

Do I have to bring my printed ticket to the event?

No, once you have registered, you can just show up.

Can I update my registration information?

Yes, you may do so through your Eventbrite account if you have one. If not, contact us with any changes requested and we will gladly update it for you.

Can I bring a guest?

Absolutely, we welcome an opportunity to meet your friends, family, and colleagues who might be interested in learning about how to improve their finances. Please make sure they have registered ahead of time as seats are limited and tend to fill up.

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Date and Time

Location

9912A Manning Ave

Fort McMurray, AB T9H 2B9

Canada

View Map

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