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Webinar   the lifeboat drill
Webinar   the lifeboat drill
Webinar   the lifeboat drill
Webinar   the lifeboat drill
Webinar   the lifeboat drill
Webinar   the lifeboat drill
Webinar   the lifeboat drill
Webinar   the lifeboat drill
Webinar   the lifeboat drill
Webinar   the lifeboat drill
Webinar   the lifeboat drill
Webinar   the lifeboat drill
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Webinar the lifeboat drill

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Transcript

  • 1. Today’s webinar will begin shortly
  • 2. Webinar : The Lifeboat DrillPreparing you to profit from market volatilityPresenter: William Ellis, CA, CFAModerator: Matt Kaustinen
  • 3. TODAY‟S WEBINAR• Current market yields• Current opportunities• The Lifeboat Drill – Preparing you for the „What if?‟
  • 4. SHAKESPEARE QUOTE “Fair is foul, and foul is fair.” - Macbeth
  • 5. ESTIMATED MARKET YIELDSInflation 0-1% 1-2% 2-3% 3-4% 4-5% 5-6% 6-7% 7-8% 8-9% 9-10% 10-11% 11-12%Cash 0-1% 1-2% 2-3% 3-4% 4-5% 5-6% 6-7% 7-8% 8-9% 9-10% 10-11% 11-12%Bonds (GOC) 0-1% 1-2% 2-3% 3-4% 4-5% 5-6% 6-7% 7-8% 8-9% 9-10% 10-11% 11-12%ResidentialReal Estate 0-1% 1-2% 2-3% 3-4% 4-5% 5-6% 6-7% 7-8% 8-9% 9-10% 10-11% 11-12%Dividend Portfolio 0-1% 1-2% 2-3% 3-4% 4-5% 5-6% 6-7% 7-8% 8-9% 9-10% 10-11% 11-12% 4.25% 3.50% Dividends Retained 0-1% 1-2% 0-1% 2-3% 3-4% 4-5% 5-6% 6-7% 7-8% 8-9% 9-10% 10-11% 11-12%Growth Portfolio 1.00% 9.25% Dividends Retained
  • 6. CURRENT OPPORTUNITIES• Dividend Portfolio• Growth Portfolio – Global Opportunities seminar held in October• U.S. Real Estate – Seminar November 20, 2012: RSVP to Matt (Matthew.Kaustinen@RichardsonGMP.com )
  • 7. THE LIFEBOAT DRILLWhat if? 10%? 15%? 20%?
  • 8. THE LIFEBOAT DRILLWhat we do to prepare• Manage the Dividend Portfolio• Be nimble within the Dividend Portfolio• Recognize opportunities outside of the Dividend Portfolio• Meet with you to determine your plan
  • 9. THE LIFEBOAT DRILLWhat we can do together• Prepare for the „What if?‟ with a meeting• Complete your Financial Dashboard• Determine priorities and funding sources• Reduce the impact of emotion
  • 10. QUESTION & ANSWER PERIOD
  • 11. THANK YOU FOR JOINING US www.WilliamEllis.ca @EllisWealthMgmt
  • 12. DISCLAIMERThe opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson GMP Limited or itsaffiliates. Assumptions, opinions and estimates constitute the author‟s judgment as of the date of this material and are subject to change without notice. We do not warrant thecompleteness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for yourparticular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results.Richardson GMP Limited, Member Canadian Investor Protection Fund.Richardson is a trade-mark of James Richardson & Sons, Limited. GMP is a registered trade-mark of GMP Securities L.P. Both used under license by Richardson GMP Limited.

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