welchllp.com

Micheal Burch, CPA, CA, CFPManaging Partner – Welch LLPmburch@welchllp.com@WelchLLP

PRESENTERS

Daniel SolinNY Times Bestselling Authordansolin@yahoo.comwww.danielsolin.com

Cameron Passmore, CIM, FMA, FCSIPartner| Portfolio Manager – PWL Capitalcpassmore@pwlcapital.com@CameronPassmore

DEFINING INDEXES, ETFs, & MUTUAL FUNDS

WHAT IS “ACTIVE MANAGEMENT”?

WHAT IS “EVIDENCE BASED INVESTING”?

WHY STOCK PICKING IS A LOSER’S GAME

WHY MARKET TIMING IS A LOSER’S GAME

HOW HAS THE AVERAGE INVESTOR DONE OVER THE PAST 20 YEARS?

INDEX FUNDS GIVE YOU MARKET RETURNS WHICH ARE ABOVE AVERAGE RETURNS

HOW TO PLAY THE WINNER’S GAME

welchllp.com

Asset allocation

Global diversification

Low costs

Tax efficiency

HOW CAN CANADIAN INVESTORS IMPLEMENT AN EVIDENCE-BASED PORTFOLIO?

Model portfolios: Canadian Couch Potato

Micheal Burch, CPA, CA, CFPManaging Partner – Welch LLPmburch@welchllp.com@WelchLLP

Q & A

Daniel SolinNY Times Bestselling Authordansolin@yahoo.comwww.danielsolin.com

Cameron Passmore, CIM, FMA, FCSIPartner| Portfolio Manager – PWL Capitalcpassmore@pwlcapital.com@CameronPassmore

The Intelligent Investing Series - Part 2: When Active Investing is the Best StrategyTuesday, Nov. 24th, 2PM

Featured guest speakers: Kevin Charlebois, CFA - President, Chief Investment Officer & Director, and Michael G. Adams - Senior Vice President from Brookfield Soundvest Capital Management Ltd.

Look for the registration link at www.welchllp.com or in our follow-up email!

THE SERIES CONTINUES…