Doom and gloom! Everywhere you look in the news, there’s a reason to worry. Yes, there’s some serious things going on in parts of the world that can affect everyone. But how much of what we read about is really doom and gloom?
Today, we’re talking about the hot button topics in the economy that you and your clients could be talking about - and whether it’s something you, or they, should be worried about.
Joining me to talk about the hot topics is a previous guest who deals with high net worth clients every single day, Simon Bowers.
Simon joined IPC in 2022 after a 20 year stint at a Investment Counseling firm where he was both Head of Retail Trading and a Vice-President & Portfolio Manager. Simon’s portfolio management responsibilities included both a High Net Worth SMA for client accounts as well as the firm’s largest fixed income fund. Before then he worked at an independent brokerage firm in trading & trade support and at one of Canada’s largest insurers supporting their demutualization.
Simon holds the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FSCI). He holds the Certified International Wealth Manager (CIWM) from the Association of International Wealth Management, as well as the Responsible Investment Advisor Certification (RIAC) from RI Canada, and the Certified Executor’s Advisor credential from CICEA.
What are you talking about with your clients? How are you handling these important topics and conversations with them? I’d love to hear your stories and chat over a virtual coffee! You can schedule a time with Chris using the form on the right.
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