With pension plan issues, a falling Canadian dollar and uncertainty in world markets, it can be a confusing time to invest. To help make sense of it all, local investment advisors Russ Wigle and Robert Mulrooney are hosting their annual Look Ahead conference Thursday.
James Gauthier, an award‐winning investment funds analyst with Scotia Capital and one of Canada’s most prominent and well‐informed investors, will speak with local investors. The conference is open to anyone looking to maximize the return on investments.
“Whether you’re a business owner or an individual investor, a stock market dabbler or a first‐time home buyer, you will get something out of this,” says Mulrooney, senior investment advisor with HollisWealth in Courtenay. “James is an extremely knowledgeable analyst. We obviously encourage our clients to take advantage of his expertise and to come armed with their questions.”
The point of the conference, adds associate investment advisor Wigle, is to offer attendees insight and ideas to help grow and protect investments, be it mutual funds, bonds, real estate or another vehicle altogether.
“An educated investor will almost always make better decisions,” says Wigle. “Investors have seen a lot of volatility over the last few years. If we can provide good information and share our experiences about investing in today’s economy, then that’s win‐win for everyone.”
Mulrooney and Wigle are also expected to unveil their new brand, Mindset Wealth, Thursday.
The conference begins at 6:30 p.m. at the Crown Isle Resort ballroom. Light refreshments will be provided. Admission is free with an RSVP.
To reserve a spot, call Laura Nickel at 250‐338‐5222 or RSVP to laura.nickel@holliswealth.com.
