The webinar will discuss preparing for market volatility through "The Lifeboat Drill". William Ellis will present on current market yields, opportunities, and the lifeboat drill for preparing for potential market declines of 10%, 15%, or 20%. The lifeboat drill involves managing a dividend portfolio, being nimble, recognizing outside opportunities, and meeting with clients to determine plans. It can help reduce the impact of emotion by preparing clients for "what if" scenarios.
6. CURRENT OPPORTUNITIES
• Dividend Portfolio
• Growth Portfolio
– Global Opportunities seminar held in October
• U.S. Real Estate
– Seminar November 20, 2012: RSVP to Matt
(Matthew.Kaustinen@RichardsonGMP.com )
8. THE LIFEBOAT DRILL
What we do to prepare
• Manage the Dividend Portfolio
• Be nimble within the Dividend Portfolio
• Recognize opportunities outside of the Dividend Portfolio
• Meet with you to determine your plan
9. THE LIFEBOAT DRILL
What we can do together
• Prepare for the „What if?‟ with a meeting
• Complete your Financial Dashboard
• Determine priorities and funding sources
• Reduce the impact of emotion
11. THANK YOU FOR JOINING US
www.WilliamEllis.ca
@EllisWealthMgmt
12. DISCLAIMER
The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson GMP Limited or its
affiliates. Assumptions, opinions and estimates constitute the author‟s judgment as of the date of this material and are subject to change without notice. We do not warrant the
completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your
particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results.
Richardson GMP Limited, Member Canadian Investor Protection Fund.
Richardson is a trade-mark of James Richardson & Sons, Limited. GMP is a registered trade-mark of GMP Securities L.P. Both used under license by Richardson GMP Limited.