Expert Financial Insights Sessions
Join seasoned financial professionals as they share advanced strategies and real-world experience in managing budget surplus and investment decisions. These focused discussions go beyond basic concepts to explore nuanced approaches that work in today's economic environment.
Featured Expert Presentations
Our autumn 2025 lineup brings together financial professionals who've navigated decades of market changes. Each session focuses on practical strategies they've developed through hands-on experience with surplus management and portfolio optimization.
Marlowe Chen
Portfolio Strategy
Systematic Rebalancing During Market Transitions
How systematic approaches to portfolio adjustment can help maintain target allocations while capturing opportunities during volatile periods. Marlowe shares frameworks developed over 15 years of institutional portfolio management.
Presley Wade
Tax Strategy
Tax-Efficient Surplus Deployment Techniques
Exploring the intersection of Canadian tax planning and surplus investment strategies. Presley discusses how timing and structure can significantly impact long-term wealth preservation, with real case studies from her practice.
Deep Dive Analysis Sessions
These aren't your typical webinars with generic advice. Each session digs into specific scenarios and challenges that come up when managing significant budget surplus. Our experts share decision-making frameworks they actually use in their professional practice.
-
Real Case Analysis: Detailed examination of actual surplus management decisions and their outcomes over multi-year periods.
-
Interactive Q&A: Direct access to ask specific questions about your particular surplus management challenges.
-
Framework Development: Learn how to adapt professional decision-making processes to your specific financial situation.
Upcoming Session Schedule
Mark your calendar for these focused sessions. Each builds on practical experience and addresses current market conditions affecting surplus management decisions.
Advanced Portfolio Rebalancing Strategies
This session examines how systematic rebalancing approaches can maintain portfolio integrity while capturing market opportunities. Marlowe shares specific methodologies developed through managing institutional portfolios during various market cycles.
Session Focus Areas
- Timing considerations for rebalancing decisions
- Cost-benefit analysis of different rebalancing frequencies
- Adapting strategies based on market volatility patterns
Tax-Efficient Surplus Deployment
Presley brings her extensive background in Canadian tax planning to discuss how surplus deployment decisions can be structured for optimal tax efficiency. Real examples demonstrate the long-term impact of strategic timing and account selection.
Key Discussion Points
- Account prioritization strategies for surplus placement
- Timing considerations for tax-loss harvesting
- Integration with overall tax planning objectives
Risk Assessment in Surplus Management
A collaborative session where both Marlowe and Presley discuss their approaches to risk assessment when deploying surplus funds. This conversation-style format allows for deeper exploration of different methodologies and their practical applications.
Panel Topics
- Quantitative vs. qualitative risk assessment approaches
- Stress testing surplus deployment strategies
- Adjusting risk tolerance based on surplus size