Transformative Change in Retirement Planning & Financial Stewardship

Two CEOs from our Platinum Partner organizations will take the stage at DAC Acuity, November 13 in beautiful Banff to tackle critical skills required to embrace. They both happen to be Tony’s, too:  Tony Demarin, CEO of BCV Asset Management will bring his thought leadership to the topic The Reset: Portfolio Construction at Ground Zero. Tony Mahabir, CEO of CANFIN Financial will discuss Financial Stewardship in a Digital Age.  

Detailed descriptions and a full agenda follow – early birds, please register by September 30 to save on the tax deductible tuition. Earn CE Credits, too:

Tony Demarin, CEO of BCV Asset Management will bring his thought leadership to the topic The Reset: Portfolio Construction at Ground Zero. While Tony Mahabir, CEO of CANFIN Financial will discuss Financial Stewardship in a Digital Age. Register by September 15 to reserve your seat for these can’t miss sessions and save on tuition.

Retirement Planning: The Reset…Portfolio Construction at Ground Zero with Tony Demarin, CEO of BCV Asset Management.

The world and the investing climate have changed considerably since Y2K.  While some areas have seen considerable change, there are also some principles to investing that have remained tried and true.  This engaging presentation will look at the past, present and the future of security selection, portfolio construction and portfolio risk management.  In the months and years to come, we may see higher interest rates, higher inflation and potentially lower corporate profitability and a cash-strapped consumer.  If this is how the years unfold, we will explore important investment strategies that help to meet target returns while also managing risk during this type of market environment.

Tony Demarin, CEO of BCV Asset Management has over twenty years of investment and portfolio management experience.  Prior to forming BCV Asset Management Inc. in 2007, he was Senior Vice President and Portfolio Manager at a leading Canadian investment management firm for seven years. As a senior member of the investment management team,  he shared in the responsibility for the management of over three-quarters of a billion dollars of financial assets. Previously, he was a Senior Financial Consultant with MD Management Ltd., a wealth management firm dedicated exclusively to physicians.

Financial Stewardship in a Digital Age with Tony Mahabir, CEO of CANFIN Financial

What ethical dilemmas will Advisors of the Future encounter in the face of transformative change?  There are many - accountability, privacy, security, transparency and an absence of bias – to name but a few.  With the burdens of recession, waning compensation and digital advances – think Chat GDP and more - what are the new the principles required to guide advisors as they continue to earn trust and provide exemplary services in difficult times?

Tony Mahabir, MBA, CMC, CIM, RRC, RWM, CFP and CEO, Private Wealth Manager, CANFIN WEALTH MANAGEMENT is a Professor of Finance & Management Studies within the Faculty of Business at Humber Institute of Technology and Advanced Learning for The Bachelor of Commerce & Finance degree programs. He lectures on numerous courses: Managerial Accounting, Enterprise Resource Management, Business Communications, The FP Canada approved Advanced Certified Financial Planning course, Retirement Planning, Risk Management and Estate Planning programs.   Beyond the classroom, he is a Director of Canfin Private Wealth (a Portfolio Manager for High Net Worth & Affluent Clients) and CEO of Canfin Wealth Management an entity that delivers comprehensive and integrated wealth services on their WM360º Platform.  

Check out the DAC Acuity interactive agenda and register here:

Or for personal, friendly assistance call us 1-866-953-4769