WEBINAR: Investment Management for Intergenerational Wealth

Navigating the investment landscape is inherently complex, ever-changing and unpredictable. Piloting through the uncertainty without the support of a knowledgeable and experienced crew can be a recipe for disaster. By smoothing out the stormy seas, you can better enjoy the journey towards your financial goals.

Welch wealth management experts invited Som Seif, founder and CEO of Purpose Investments, the award-winning institutional and retail investment manager to have a fireside discussion on such topics as:

  • The diversification power of ETFs at a fraction of the cost of traditional mutual funds
  • Goals-based investment approach designed to maximize risk-adjusted returns
  • Canadian investment outlook in both the short- and long-term

The Welch team will also share considerations in:

  • Maximizing tax efficiencies in portfolio allocation
  • Section 85 and how it could work for you

Meet the Speakers.

Micheal Burch FCPA, FCA, CFP - Managing Partner @ Welch LLP
Micheal joined the Welch LLP team in 1978 after graduating from the University of Ottawa, where he received his Bachelor of Administration degree. He went on to receive his Chartered Account (CA) designation in 1981 and his Certified Financial Planner (CFP) designation thereafter. As a specialist Micheal initially concentrated in all areas of taxation – corporate and personal. This expertise was subsequently augmented with his extensive exposure to financial and estate planning, as well as cross-border consulting.

Som Seif, Founder & CEO @ Purpose Investments Inc.
Som Seif is the founder and Chief Executive Officer of Purpose Investments Inc., which he formed following the sale of Claymore Investments to BlackRock Inc. in March 2012. At the time, Claymore Investments organically grew to $8 billion in assets and established itself as a Canadian leader in bringing intelligent, low-cost investment products to investors through its family of 34 exchange-traded funds across broad asset classes.

Elliott Bourgeois, M.Sc. - Manager, Wealth Management @ Welch LLP
Elliott Bourgeois received his Master of Management Science (MSc) and Bachelor of Commerce from the Telfer School of Management at the University of Ottawa, both in Finance, and began working with Welch LLP in 2018. Previously, he’s taught finance fundamentals through UofO, followed by finance roles at one of Canada’s large financial institutions and export credit agency.

Oliver Yoon, CFA - Vice President @ Purpose Advisor Solutions

Oliver Yoon is Vice President of Advisor Strategy and Business Management of Purpose Advisor Solutions (PAS). He is responsible for general operations, management and oversight of financial strategy, as well as strategic planning and implementation of the firm’s key initiatives. Along with the founding members of PAS, Oliver shares in the passion of helping advisors manage a successful business valued by their clients.

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