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IDC WIN Wealth Management – What the Fees!

June 25 EDT @1:00 pm - 2:00 pm



Part 1: Economic outlook and Fundamental equity team update

Join Patrick Blais, Senior Portfolio Manager of the Manulife Fundamental Equity team, discuss the latest market trends, risk management strategies, and investment opportunities amidst today’s volatile economic landscape. This session is designed to equip you with the insights needed to effectively navigate these uncertain financial times.

Part 2: Alex Chan, RHU,CHS,CFSB,CPCA,EPC,CFP,CLU | Regional Wealth Leader Western Canada | IDC WIN

Often times consumers, clients and some advisors focus on the “F” or FEES. In my talk, I will break down the MER and how to explain it to your clients and the value that they receive from the advice of a professional financial advisor. I will also explore the fee for service platforms available with segregated funds as well as some low priced seg funds that compete head to head with mutual funds yet offer the 10 unique guarantees and benefits of our insured investments.

CE credits under review


June 25 EDT
1:00 pm - 2:00 pm
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