About
A number of investors rely on fixed income investments like bonds and GICs to provide income and capital preservation benefits to their portfolios. Are there alternatives that may replace the portfolio protection that was historically available through conventional conservative investments without taking on excess and undue risks?

Learn about and review the positioning of a multi-purpose alternative that leverages its flexibility, adaptability, versatility and tax preferred status to address multiple concerns and values held by individual investors, their families and the businesses they may own.
Presenter
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Peter Wouters
Director, Tax, Retirement & Estate Planning, Empire Life
Peter is an expert in tax, retirement and estate planning. He has provided thousands of workshops and seminars for advisors, MGAs, IIROC firms, professional firms and consumer groups on tax, retirement and estate planning. As a Registered Financial Gerontologist, Peter educates professionals in the needs, expectations and issues of elders. He also conducts workshops for advisors on buying, selling or merging a practice.
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