2024 Annual Outlook

The Power of Income in Volatile Markets

In the ever-changing world of investing, market volatility and uncertainty can be daunting. Many investors focus solely on capital appreciation, often overlooking the stabilizing power of income in their portfolios. In times of market turbulence, having a steady stream of income can be a game-changer.

Discover the secrets to investment stability

Join us for an insightful 1-hour in-person event where we delve into the strategies and benefits of incorporating income into your investment portfolio, especially during volatile and uncertain times. Learn how to navigate the market’s ups and downs and protect your investments with confidence.

  1. Understanding Market Volatility
    Grasp the nature of market fluctuations and learn why income in your portfolio is beneficial during uncertain times
  2. The Role of Income in Investment Portfolios

    Uncover the types of income-generating investments and how they contribute to portfolio stability
  3. Strategies for Income Investing

    Explore various income investing strategies and learn how to implement them to enhance your portfolio’s resilience

Don’t miss this opportunity to learn how income can transform your investment strategy and bring stability to your portfolio.

Register for the event

Why attend?

  1. Enhance Portfolio Stability
    Learn how incorporating income can provide a buffer against market volatility
  2. Diversify Your Investment Approach
    Discover different income-generating assets and how they can add diversity to your portfolio
  3. Make Informed Decisions
    Gain insights and knowledge to make strategic investment choices in uncertain times

We want you to be part of the discussion. At the event, there will be a live Q&A session for you to submit your questions.

Useful information

When (MST) Where Agenda
January 17, 2024
5:00 PM – 7:00 PM
Calgary TELUS Convention Centre,
South Building, Glen Rooms
5:00 – 6:00 PM | Main Event
6:00 – 7:00 PM | Tapas and Drinks

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Our Guest Moderator

Mystery Speaker

To Be Announced

December 18, 2023


Trevor Galon

Trevor Galon CFA

Chief Investment Officer

Read bio
Anil Tahiliani

Anil Tahiliani MBA, CFA

Senior Portfolio Manager

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James Cook

James Cook CFA

Associate Portfolio Manager

Read bio

Why an income approach deserves your attention

While many investors chase the allure of high-risk, high-reward assets, an income approach can offer stability, more consistent returns, and a hedge against market downturns. A strategic allocation may enhance portfolio performance, reduce volatility, and provide a steady income stream.

Join us in this enlightening 1-hour session and take the first step towards a more secure financial future.


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