Sara Mackasey
Director, Prime Brokerage, TD Securities
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Published: 04 November 2024
Recorded on Oct 29, 2024
AIMA Canada’s Wealth Advisor Summit is a 4-part virtual series to highlight the case for alternatives given the current market backdrop, dive deep into hedge funds, liquid alts and private credit and discuss key due diligence considerations for alternative products.
Topics to be discussed in this session are:
Moderator:
Director, Prime Brokerage, TD Securities
Speakers:
Senior Financial Advisor, Raymond James Ltd.
Portfolio Manager, PenderFund Capital Management Ltd.
Portfolio Manager, Wealth Manager, Co Founder, the LifeWealth Advantage, Richardson Wealth
Head of Product Development, Desjardins Funds
CEO & CIO, LionGuard Capital Management