High net worth individuals face distinct challenges that require expertise: potentially high levels of taxation, retirement issues, business succession planning, investment selection, risk assessment, and estate planning.
We are here to help guide you through these challenges and provide you with comprehensive resources.
Resources
We�re proud that our experts are second to none in the industry. Our team of knowledgeable and experienced professionals are ready to help you, no matter what stage of life or level of wealth you have attained. This Resource Centre will share some of the basic financial concepts that our experts employ to help you achieve your financial goals, and various insights into investing and wealth planning.
Value Investing with Kim Shannon, Sionna Investment Manager
Recently, I had the opportunity to be part of an interactive session with Kim Shannon, President of Sionna Investment Manager, concerning value investing in Canada during turbulent times. Kim Shannon has excellent insights on today�s markets backed up by years of experience. Her knowledge of investing history is second to none. Kim is often quoted in the financial press, and regularly appears on television. I believe her views should be very helpful to you if you are concerned about investing in today�s markets.
A recording of my interactive session with Kim is now available, and can be accessed by clicking here. I am available any time to answer any questions you may have.
To build long-term relationships with families; guiding their life decisions with expertise, integrity and caring.
CONTACT US:
For more information on how you can benefit from the experience of the LaLiberté Investment Team professionals, contact Jen Moulder, Licensed Assistant at 604-575-6911 (toll free 1-866-575-6911) or by email [email protected]
If you wish to contact a specific team member directly, please see our webpage titled �Our Team� for more information.
The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc., Dundee Private Investors Ltd., Dundee Insurance Agency Ltd., and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.
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