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1. Investment
Management for
Intergenerational
Wealth
WEALTH MANAGEMENT

2. YOUR PANELISTS
Som Seif, CFA
Purpose Investments Inc.
Founder & CEO
Elliott Bourgeois, M.Sc.
Welch LLP
Manager, Wealth
Management
Oliver Yoon, CFA
Purpose Advisor Solutions
VP, Advisor Strategy &
Business Management
Micheal Burch, FCPA, FCA, CFP
Welch LLP
Managing Partner

3. I. The US model
II. Formalize what we’ve been doing
informally for years
III. Responding to the needs of our clients
WHY WE’RE DOING THIS

4. HOLISTIC WEALTH MANAGEMENT
i. Organize your financial life
ii. Eliminate the need to evaluate advice from multiple sources
iii. Benefit from having accredited experts with varying areas of
expertise working together

5. PURPOSE
INVESTMENTS
i. How it started
ii. What makes Purpose different
iii. Investment Philosophy

6. EXCHANGE TRADED
FUNDS (ETF)
i. What are they
ii. Why they’re exciting
iii. How they can work for you

7. Working with your trusted advisor to
keep you on track to your financial
goals.

8. Investment Management Is What We Do
You
Elliott Bourgeois
Welch Wealth Management
Retirement Planning &
Risk Management
Partner
Welch LLP
Oliver Yoon
Harness IM
Tax & Estate
Advisory
Investment
Management

9. Our Investment Approach
Resilient.
Build resilient portfolios that are designed to provide a smoother ride
through good times and bad.
Cost Efficient.
Lower cost investing achieved through a mix of index and actively
managed ETFs.
Goals-based.
A focus on real life goals and not on short-term performance relative to
index benchmarks.

10. Canadian Economic
Outlook
• Negative Interest Rates
• What are they? Are they
coming here?
• Longest bull market in history
• How does it end?
• The Trump Effect on Canada

11. YOUR PANELISTS
Som Seif , CFA
Purpose Investments Inc.
Founder & CEO
Elliott Bourgeois, M.Sc.
Welch LLP
Manager, Wealth
Management
Oliver Yoon, CFA
Purpose Advisory Solutions
VP, Advisor Strategy &
Business Management
Micheal Burch, FCPA, FCA, CFP
Welch LLP
Managing Partner

12. THANK YOU