Finding investment and tax opportunities in a challenging market

Now available on demand:  

Finding investment and tax opportunities in a challenging market

When markets go down and the value of investment portfolios drop, some clients can be stressed and question their investment plan. Even though bear markets can bring many challenges, there are steps that an astute investor can take to use such markets to their advantage.

In this presentation, we'll discuss some of the risks that an investor may face in challenging markets. We'll also see how bear markets can provide investment and tax opportunities. Finally, we will provide investment ideas and tools such as tables and charts that advisors can use in their discussions with their clients. 

CE credit offer available until November 30, 2022.
A quiz will appear after the webinar has been viewed.

This webinar is also available in French.

Peter Wouters
Director, Tax, Retirement & Estate Planning Services,
Empire Life