Presented by a CPA who works in the world of discretionary portfolio management and financial planning. Discover strong and proven methodologies for designing custom investment portfolios tailored to client’s unique situations.

This webinar will discuss sophisticated Portfolio Management techniques when one has such a wide breadth of selections available, how to align these appropriately for tax efficiency (bringing into the equation corporations and family trusts), and highlighting alternative investment opportunities (such a private equity, private real estate, infrastructure, credit strategies, hedge funds and options) and where these can be integrated into a portfolio

Seminar Instructor: Chris Kostyk, CPA, CA

What to Expect

• Two emails will be sent from CPA Manitoba following your registration: one to confirm your order and one including information on how to access the course through your Learning Hub. 
• Once sent, these emails can also be found in the Communication tab of your CPA Manitoba Member Portal.
• Course materials (if applicable), links and credentials can be found in your Learning Hub within 48 hours prior to the start of the seminar. 

Have questions about this virtual seminar? Email [email protected]