September 13 - 14, 2024|Toronto
Questions? Call: 1-800-970-4355

Watt Carmichael

Booth: 402

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.

Session Details

Financial Planning with Susan Mallin
Friday, September 13, 2024, 3:15 pm - 4:00 pm
Focus: FINANCIAL AND ESTATE PLANNING

Financial planning is one of the most overlooked and least understood of all financial disciplines, yet it has the power to increase your wealth substantially. Susan calls this additional fuel “generating Gamma.” Join her as she takes you through seven important financial planning strategies that will enhance your Gamma.