Investment conference to educate, elucidate
The so‐called 'fiscal cliff' may have been averted for now, but local investors have largely been left with more questions than answers. When will mortgage rates go up? Is gold still a smart investment or has that ship sailed? And, ultimately: What now?
A panel of investment experts will provide answers to these questions Saturday at the annual Look Ahead Outlook Conference presented by DWM Securities.
“Whether you’re a business owner or an individual investor, a stock market dabbler or a first‐time home buyer, you will get something out of this,” says Russ Wigle, an associate investment advisor with DWM. “In terms of topics that will be covered, we tried to keep it as broad and relevant as we could.”
Subjects to be discussed include mortgages, U.S. real estate investment, ways to guarantee income for life, income fund updates and, of course, gold — to buy or not to buy.
Sponsored in part by Manulife Financial, Sunstone Realty and Dynamic Funds, the conference promises informative presentations from some of the nation’s top financial authorities. Speakers will include Rory Matheson, Dynamic Funds’ regional vice‐president of sales for Western Canada; Stephen McDermott, Manulife Financial’s regional vice‐president for Vancouver Island; and James Gauthier, an award‐winning investment funds analyst with DWM and one of Canada’s most prominent and well‐informed investors.
“We’ve put together an outstanding lineup of speakers, all extremely knowledgeable,” says Wigle. “We obviously encourage our clients to take advantage of their expertise and to come armed with their questions.”
DWM, a Canadian company, has been offering financial advice to Comox Valley residents for more than 15 years. Educating and motivating clients, says Wigle, has always been a priority.
“An educated investor will almost always make better decisions,” he says. “People have seen a lot of volatility in their investments over the last couple of years. If we can provide good information and share our experiences about investing in today’s economy, then that’s win‐win for everyone.”
The conference is from 9 a.m. to noon at the Crown Isle Resort Ballroom. Lunch, as well as light refreshments, will be provided. General admission is $20, and the event is free for DWM clients.
For more information, and to register, call Laura Nickel at 250‐338‐5222 or RSVP to firstname.lastname@example.org.