Description
With the recession of 2008 and the ongoing COVID-19 pandemic, this generation of investors knows to expect market volatility today. While some volatility is unavoidable, most people aren’t big fans of losing money, and making rash calls on your investments can derail even the most well-intended wealth plans. In this episode of Frontier of Finance, James explores long-term strategies that can help defend against extreme market swings. He sits down with special guest Ian Filderman, Vice President of Product Development for Wealth Solutions at Canada Life. Having held leadership roles for a number of the largest banks and insurance firms in Canada including RBC, Manulife and Scotiabank, Ian has an impressive track record of setting wealth managers up for global success. During the episode, James and Ian discuss the current trends that are emerging in response to this increased volatility, new types of risk, and some of the benefits of releasing full portfolios as opposed to individual mutual funds.
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