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The Market Now and Tomorrow
WealthBeing™ Seminar featuring Yufei Man, Director of Asset Allocation & Investment Strategy at NEI Investments
Date and time
Location
Online
About this event
Envision Financial, Island Savings, Valley First, and Enderby & District Financial, divisions of First West Credit Union are proud to present, in partnership, this WealthBeing™ Seminar.
The Market Now and Tomorrow: Investor Strategies and Socially Responsible Investing
During this time of uncertainty, it’s important to understand where the market has been, where it might go and how to define your own approach to meet your goals. Whether you are a new or an experienced investor, this seminar is designed to provide you with a better understanding of the market and what investors can do to ensure their long-term success. Let us help you arm yourself with the knowledge to achieve your financial goals.
This seminar is a great opportunity to hear from NEI’s investment strategy and portfolio construction expert to get a better understanding of how NEI approaches investing across all economic and market conditions. He will also speak to the importance of responsible investing and how your portfolio can generate positive returns while making a positive impact in the world. It’s never too late to learn to responsibly invest and make informed decisions.
In this session we will provide:
- A market review for the first half of 2021 and an outlook for the second half of 2021
- Investment strategies and behavioral biases
- Responsible Investing – make money while making a difference
- NEI’s investment approach
- Opportunity for questions
Space is limited, so register now and feel more at ease with your finances.
Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.