Watt Carmichael Private Counsel

Managing investments for private clients since 1971, Watt Carmichael is a full-service investment management firm offering a full range of investments, including; T-Bills and GIC’s, common and preferred shares, Real Estate Investment Trusts, corporate and government bonds, foreign securities, exchange-traded funds, options, mutual funds, segregated funds, and insurance solutions. We offer both fully managed accounts and regular advisory or commission based accounts, in addition to Financial planning services. Our focus is integrity, service, and performance.

Company Schedule

Wednesday, September 30, 2020 - 2:40 pm to 3:10 pm EDT Aligning Financial Planning and Investment Strategies Christopher Frost - Portfolio Manager, Watt Carmichael Jeff Leisk - Portfolio Manager, Watt Carmichael Susan Mallin - Financial Planner and Associate Portfolio Manager, Watt Carmichael Focus: STRATEGIES

Susan Mallin, financial planner and chartered investment manager, will break down the session into two parts. Part One - Financial planning: Dealing with estates and succession planning for you and your family. Tips on trusts, beneficiaries, foundations, and power of attorneys. In addition, she will discuss retirement income needs and how to have a multi-level approach. Part Two - Investment strategies to align with your financial plan: Portfolio managers, Christopher Frost and Jeff Leisk, answer the interesting questions regarding portfolio construction and investment strategy to align financial needs with planning realities. Tips with regards to income needs while facing a low interest rate environment. Deciding on an optimal asset allocation and diversification strategy, avoiding common errors. To conclude they will discuss surrounding common traps with buy/sell discipline.

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For questions please contact our Client Relations Team at 800-970-4355 or 941-955-0323.

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