Christopher Frost started in the investment industry in the year 2000, joining Watt Carmichael in 2004. He has earned the derivatives market specialist (DMS), chartered investment manager (CIM), and portfolio manager (PM) designations. Mr. Frost manages client wealth on a discretionary and non-discretionary basis and also oversees the firm's execution of equity, option, and fixed income trading.
Susan Mallin, financial planner and chartered investment manager, will break down the session into two parts. Part One - Financial planning: Dealing with estates and succession planning for you and your family. Tips on trusts, beneficiaries, foundations, and power of attorneys. In addition, she will discuss retirement income needs and how to have a multi-level approach. Part Two - Investment strategies to align with your financial plan: Portfolio managers, Christopher Frost and Jeff Leisk, answer the interesting questions regarding portfolio construction and investment strategy to align financial needs with planning realities. Tips with regards to income needs while facing a low interest rate environment. Deciding on an optimal asset allocation and diversification strategy, avoiding common errors. To conclude they will discuss surrounding common traps with buy/sell discipline.