Asset Management: Managing Retirement Fear Factors | Douglas V. Nelson

Ever listened to Canadians on a beach in a far off land thinking about how they can continue to fund their expenses in Canada and abroad? Will they have to sell the home, the cottage or the condo in Mexico to make ends meet? Worse, will new capital gains taxes compound their cash flow problems if they do? These real life decisions would be made so much easier if their financial portfolios could provide a safe haven to cover such unexpected new risks. Join Douglas V. Nelson as he discusses these topics in a session sponsored by BCV Asset Management entitled Managing Retirement Fear Factors at the 2024 Acuity Conference for Distinguished Advisors November 10-12 in Montreal.

Are You Joining Us in Montreal?

Register by September 30 early-bird deadline and check out the detailed agenda online – Ask about group rates, how to buy a table and access to VIP Affinity Program rates.  You’re going to be in for an incredible networking experience, and a 15 session, impactful Education Conference tailored for tax specialists and wealth advisors.  Most important, 20 thought leaders will inspire you to re-engage with your prospective clients who sadly, may not be seeking your advice soon enough.

About BCV Asset Management

Founded in 2007, BCV Asset Management Inc. (‘BCV’) is a portfolio management firm dedicated to building and protecting client wealth. We offer customized investment portfolios within Separately Managed Accounts. Our clients have a direct relationship with their Portfolio Manager who is entrusted with managing their wealth and providing a high level of personalized and professional service. Our discretionary portfolio management service is available to investors who meet our minimum threshold of investible assets and are seeking alternatives to mass-market investment products such as mutual funds and brokerage wrap accounts.

BCV is an independent company wholly owned by its employees and key business associates. The employee shareholders are seasoned investment professionals who are supported in the day-to-day operations by a team with extensive experience in the financial services industry. The wider ownership group includes external professionals with broad-based experience in the financial planning, legal, banking, and information technology fields.

In 2021, BCV acquired two local Winnipeg firms, Antares Investment Management Inc. and Nelson Financial Consultants. In so doing, we added depth to our investment and operations teams and broadened our offering to clients. The three firms moved in together at our new office in 2022. Combined assets under management exceed $4 billion.