Chadwick will provide an overview of the considerations that go into building a portfolio of publicly traded securities as well as the tax implications of holding certain investments in certain accounts.
Topics to be covered:
Chadwick Walker BIO
Chadwick Walker is an Investment Advisor with Odlum Brown Limited. He works closely with Odlum Brown’s equity and fixed income research team and the firm’s wholly-owned subsidiary, Odlum Brown Financial Services Limited, to develop a comprehensive investment strategy for his clients’ wealth. In addition to his investment industry accreditations, Chadwick holds a Bachelor of Science in Applied Physics from Simon Fraser University, and a Bachelor of Education from the University of British Columbia. His consultative, scientific approach to investing provides his clients with a clear understanding of their financial situation, so they can be confident and excited about their investment decisions.
Pre-registration is required by March 18th to 604.240.8550.