Join us for Investment Fundamentals: Asset allocation and portfolio construction seminar on March 20th – 2:30 pm to 3:30 pm with special guest Chadwick Walker, BSc, BEd, CIM®,Associate Portfolio Manager, Investment Advisor
with Odlum Brown Limited.
March 20th – 2:30 pm to 3:30 pm
Investing Fundamentals: Asset allocation and portfolio construction
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:
- Defining investment objectives and time horizon
- Risk and risk tolerance
- Types of investments
- Building a portfolio: Asset allocation and diversification
- Research Approach
- Investment Examples
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.