Events

Investment Seminars

 

When 6% Outperforms 9%

Wednesday April 7th

2:00 P.M. and 8:00 P.M.

Via Microsoft Teams

Length of presentation: approximately 30 minutes

Comments: Showing how a portfolio that has a 6% long-term rate of return provides more cash flow than a portfolio that has a 9% long-term rate of return.  Presented by Don McGugan, Associate Portfolio Manager and Wealth Advisor.
 
2 Portfolios, Same Holdings, Same Fees – $1 Million Difference, Presented in March 2021
Comments: Showing how two portfolios with the exact same holdings, same fees, same risk and same average return has a $1 million difference in value over 20 years.  Presented by Don McGugan, Associate Portfolio Manager and Wealth Advisor.
 
Myths of Markets – Why we don’t Follow the News to Invest, Presented in February 2021.
Comments:  A review of major events and how the stock market has been impacted by these events.  Presented by Don McGugan, Associate Portfolio Manager and Wealth Advisor.

 

Agriculture Seminars
 

The Biggest Risk We Face, Presented in March 2019
Comments:        I reviewed the biggest risk that I see that we will face over the next 5 to 10 years in the agriculture sector.  Presented by Don McGugan, Certified Agricultural Farm Advisor.
 
Trades Deals - CPTTP and NAFTA 2.0, Presented in March 2019
Comments:        I reviewed the recently negotiated trade deals, the anticipated implications and opportunities for agriculture. Presented by Don McGugan, Certified Agricultural Farm Advisor.   
 
Combatting Lower Commodity Prices, Presented in March 2018
Comments:                Originally presented in March 2018.  Reviewed performance of recommendations made in previous seminar to combat low corn prices and recommendations for 2018.  Presented by Don McGugan, Certified Agricultural Farm Advisor.

Bitcoin and Cryto Currency, Presented in March 2018
Comments:                What is Bitcoin?  What is Cryto Currecny?  A presentation on what these are, their history, how Blockchain works and some real World applications for this technology.  Presented by Don McGugan, Certified Agricultural Farm Advisor.
 
Combatting Lower Commodity Prices, Presented in March 2017
Comments:        Reviewed performance of recommendations made in previous seminar to combat low corn prices and recommendations for 2017.  Presented by Don McGugan, Certified Agricultural Farm Advisor.
 
Combatting Lower Commodity Prices, Presented in March 2016
Comments:       Reviewed performance of recommendations made in March 2015 to combat low corn prices and recommendations for 2016.  Presented by Don McGugan, Certified Agricultural Farm Advisor.
 
Why you might be liable for US Estate Tax, Presented in March 2015
Comments:        Discussed what US estate tax is, how it works and why Canadians might be liable for it.  Presented by Don McGugan, Certified Agricultural Farm Advisor.
 
Combatting Lower Commodity Prices, Presented in March 2015
Comments:       Reviewed various ways of hedging lower commodity prices and illustrates what stocks should increase in value if the price of corn falls.  Presented by Don McGugan, Certified Agricultural Farm Advisor.
 
Update on Risk Management Programs, Presented in March 2015
Comments:        I reviewed changes in risk management programs, possible future changes in risk management, recent example of payouts (or lack of payouts).
 
Farmers Dealing with Current Financial Issues, Presented in March 2014
Comments:        Three clients situations are reviewed with the solution presented - one dealing with higher interest rates, one with a farm transition, one with dealing with lower commodity prices.    Presented by Don McGugan, Certified Agricultural Farm Advisor.
 
Growing Forward Two, Business Risk Management and Local Food Fund, Presented March 2014
Comments:        I reviewed the Changes for the 2013 – 2017 period (Growing Forward 2) and give an overview of the changes for the 2013 Ontario RMP and Information on Local Food Fund.