In our Sightline Conversation Series, we talk with leading experts in the financial industry on investments, planning, insurance and more. Every week we speak with different industry leaders to help Canadian investors discover ways to diversify their portfolios, protect their assets and find returns even in the most turbulent times.
Determining a company’s credit eligibility goes beyond the income statement for Wayne Ehgoetz, president and CEO of Waygar Capital, the subadvisor to Ninepoint’s Canadian Senior Debt Fund. During his conversation with Sightline’s Warren Gerow, Ehgoetz discusses Canada’s 1 million small and medium-sized companies, most of which are underserved by traditional Canadian lending institutions, and how they represent an opportunity for lenders and investors.
DIY projects are great for the garden, but when it comes to estate planning documents, a do-it-yourself approach can leave wealthy families exposed to countless liabilities. Even professionally drafted but out-of-date documents can have unintended consequences. In this conversation, Sightline’s Paul de Sousa speaks with Aaron Edgar of Edgar Chana Law about the downsides of DIY wills and the importance of having an experienced estate planning specialist by your side.
A fee-only, advice-only financial planning model ensures clients receive advice that is unbiased and objective. It is estimated there are 150 financial planners in Canada that take this fee-only, advice-only approach, and Nancy Grouni, financial planner at Objective Financial Partners, is one of them. In her conversation with Sightline’s Paul de Sousa, Grouni explains how this fee-only, advice-only approach helps clients make sound decisions today for tomorrow.
Discover creative ways to use your insurance policies for cash flow, estate planning and tax planning purposes in this conversation with Sightline’s Paul de Sousa and Chad Larmond, founder of Larmond Risk Management Insurance. Larmond shares how the COVID-19 pandemic has made the process of obtaining life insurance less time-consuming and why it might be an ideal time to consider adding a policy or adjusting your policy limits.
Investors are increasingly turning to real estate and mortgage investments to diversify beyond traditional equities and fixed-income investments. However, choosing the right investment manager who understands the market and can manage risk and cash flow is key. Sightline’s Warren Gerow and Nick Kyprianou, founder of RiverRock Mortgage Investment Corporation, discuss the screening criteria RiverRock uses to mitigate risk and deliver stable monthly income for its investors.
In our premiere Sightline Manager Discussion, Sightline’s Warren Gerow speaks with John Hutchinson, president of Central and Southwestern U.S. at Trez Capital, a diversified real estate investment firm specializing in short duration mortgage lending in Canada and the U.S. For this conversations, Gerow and Hutchinson discuss how Trez Capital seeks to generate returns for its investors and what its future may hold.
With a full schedule and many responsibilities, families often let legacy planning fall to the wayside. However, spending a little time to engage an expert can help ensure prosperity for generations to come. In this Sightline Conversation, WEALTHinsurance.com President and Founder Mark Halpern speaks with Sightline’s Paul de Sousa about the three distinct areas of legacy planning – estate planning, tax planning and philanthropy – and how they each play an important role in your family’s future.