About the Exhibitors

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.

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Exhibitor Schedule
Wednesday, May 28, 2025, 10:05 am - 10:35 am EDT
A Tale of Two Plans: How Financial Decisions Shape Retirement Outcomes
Susan Mallin |Watt Carmichael

This engaging presentation follows the financial journeys of identical twins with identical starting points—same assets, same retirement goals, and the same time horizon. Yet, through a series of key decision points, one twin makes a number of common financial planning mistakes, while the other takes a more strategic approach. By comparing their choices side-by-side, the presentation vividly illustrates how even small missteps can lead to significantly different retirement outcomes. Attendees will gain practical insights into the importance of sound financial planning and the long-term impact of informed decision-making.

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