Advisor Interview – How to Build Efficient Income in Portfolios

In this advisor interview, Tanios Sadaka, Investment Advisor at Sightline Wealth Management, interviews Warren Gerow, Senior Investment Consultant to Sightline Wealth Management. A few points discussed by Tanios and Warren:

  • What to consider in order to build efficient, income-producing portfolios
  • The different types of income and their tax implications
  • What may happen to income investments during a potential recession

Listen to the full interview here:

About the Speakers

Tanios Sadaka, CFA, MBA
Investment Advisor/Business Analyst 

With over eight years of experience in the financial sector, Tanios has established a commendable reputation for his profound financial proficiency and dedication to meeting client needs. Holding a bachelor’s degree in Banking and Finance, an MBA in Investment Management, and a CFA credential, Tanios possesses a robust educational background to support his expertise. Tanios is fluent in three languages – English, French, and Arabic and is happy to provide his services in any of those languages as per the client’s preference.

Warren Gerow 
Senior Investment Consultant to Sightline Wealth Management

Warren’s career began at Royal Trust as a Trust Officer and an investment manager for the trust accounts. Warren later moved to Nesbitt Burns as an account executive and in house expert in option and convertible arbitrage strategies. In 1990, Warren became the Treasury Manager for the New Brunswick Workplace Health, Safety and Compensation Commission, reporting to their investment committee. He took the WHSCC from a 4th quartile performing fund to a 1st quartile performing fund and was asked to consult on manager selection to pension and endowment funds because of his demonstrated process and performance.

Important Information: 

Warren Gerow is an independent investment wealth consultant at Sightline Wealth Management. 

Any views or expressions of an opinion is subjective to the speaker and does not constitute a recommendation. Sightline Wealth Management cannot guarantee the accuracy or timeliness of such information 

Sightline Wealth Management LP (“Sightline”) is an investment dealer and is a member of the Canadian Industry Regulation Organization (CIRO)  and the Canadian Investor Protection Fund (CIPF). Sightline provides management and investment advisory services to high-net-worth individuals and institutional investors.

Sightline Wealth Management LP is a wholly owned subsidiary of Ninepoint Financial Group Inc. (“NFG Inc.”). NFG Inc. is also the parent company of Ninepoint Partners LP, it is an investment fund manager and advisor and exempt market dealer. By virtue of the same parent company, Sightline is affiliated with Ninepoint Partners LP. Information and/or materials contained herein is for information purposes only and does not constitute an offer to sell or solicitation to purchase securities of any issuer or any portfolio managed by Sightline Wealth Management or Ninepoint Partners, including Ninepoint managed funds. 

Sightline Wealth Management (“Sightline”) makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Sightline assumes no responsibility for any losses or damages, whether direct or indirect, which arise out of the use of this information. Sightline is not under any obligation to update or keep current the information contained herein. The information should not be regarded by recipients as a substitute for the exercise of their own judgment. Past performance is not indicative of future performance. Please speak to your Advisor regarding the suitability of information provided in this article for you. The opinions, estimates, projections and/or recommendations contained in this document are those of the author as of the date hereof.

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