Demystifying Investment Asset Classes

Investing excess funds in the right asset class is a difficult choice for business owners; with each asset class there are risks and rewards to consider.

Understanding those risk and rewards is fundamental to ensure the business owner reaches their long-term investment goals. On November 23rd at 2PM, join us for the 3rd webinar in our Demystifying series as our panelists demystify the various asset classes and provide insight to help you make better informed decisions.

Our panelists will delve into:

  • Market overview
  • Traditional asset classes and related risks
  • Alternative asset classes and related risks
  • Taxation associated to asset allocation choices

Can't make the webinar?

Register above and we'll send you a recording.

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Interact with our speakers

We live tweet & answer your questions.

Meet the Speakers.

Ryan Dostie, CPA, CA, CFP
Partner, Welch LLP

Ryan has over 20 years experience in public accounting. He leads the Retail & Service Industry Group. In addition, Ryan serves a number of other industries including: government, construction, automotive, travel, and high-tech. Ryan also works with a number of not-for-profit organizations and has over 13 years’ experience in contribution audits with various government departments.

Pierre Bernier, CFP, FMA
Director, Business Development, Yorkville Asset Management

Pierre has worked in the financial services industry with major Canadian banks since 1991, including 11 years as a Wealth Management Financial Consultant with Scotiabank, advising high net worth families, corporations, and institutional clients.

Hussein K. Amad, CGA, CFA
President & CEO, Yorkville Asset Management 

Mr. Hussein K. Amad, CGA, CFA, is the Co-Founder, President, Chief Executive Officer, and Member of the Board of Directors at Yorkville Asset Management Inc. Prior to joining Yorkville, he was the Chief Investment Strategist and Member of the Board of Directors at UBS Investment Management Inc.

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