Welcome to the Investing for Income Summit
Achieve Your Financial Goals with Minimal Risk and Volatility
As a savvy investor nearing or enjoying retirement, your goal is simple: to get the rate you need to achieve your financial goals while keeping risk and volatility to a minimum. In today’s unpredictable market, striking this balance is more critical than ever. Join us at the Investing for Income Summit, where we’ll show you how to optimize your income strategies, reduce risk, and manage volatility to protect your financial future.
Why Attend This Webinar?
Retirement is no time for uncertainty. You need a solid investment plan that delivers reliable income while shielding your wealth from market ups and downs. This exclusive summit is tailored for high-net-worth Canadian baby boomers who are ready to secure their financial futures with confidence.
At the Investing for Income Summit, you will:
- Learn how to get the rate of return that meets your financial needs while minimizing exposure to risk and market volatility.
- Protect your wealth by structuring a portfolio that provides stable, predictable income.
- Diversify your investments to manage market fluctuations and reduce vulnerability to sudden changes.
- Access expert strategies designed specifically to meet the income needs of retirees.
Follow the Lead of Major Pension Plans
Canada’s largest and most respected pension funds have already made the shift to income-focused investments that manage risk and volatility:
- The Canada Pension Plan (CPP) and Ontario Teachers’ Pension Plan (OTPP) have recognized the importance of generating stable, long-term income while protecting their portfolios from market volatility.
- These pension funds have invested heavily in alternative income-generating assets such as private credit, infrastructure, and real estate, helping them meet their financial targets while minimizing risk.
- Now, it’s your turn to take advantage of the same strategies that have allowed these major funds to thrive, even in volatile markets.
At the Investing for Income Summit, you’ll learn how to apply these institutional-grade strategies to your personal investments, ensuring that your wealth works just as hard for you in retirement.
Who Should Attend?
This webinar series is designed for high-net-worth Canadians who:
- Have over $1 million in assets and want to preserve their wealth.
- Are currently in retirement or preparing to retire soon.
- Are looking for income-focused investments that balance strong returns with low risk and minimal volatility.
- Want to explore alternative investments such as private lending and mortgage investing for steady income streams.
What You Will Learn:
Achieving Your Financial Goals While Managing Risk & Volatility: Discover how to structure your portfolio to achieve the returns you need without exposing yourself to unnecessary market fluctuations.
- Risk vs. Volatility: Understand the difference between the two, and explore how to achieve optimal returns while keeping both risk and volatility low.
- Private Lending & Mortgage Investing: Learn how alternative investments can provide stable, reliable income with lower volatility than traditional markets.
- Tax-Efficient Income: Keep more of your income by optimizing your tax strategy, and ensure that your retirement funds last as long as you do.
- Wealth Preservation & Growth: Protect your assets while still growing them to meet future needs and combat inflation.
Why This Summit is Critical for Your Retirement:
Today's markets are more volatile than ever, and high-net-worth investors face unique challenges in securing consistent income. Your goal as an investor is to get the rate you need to achieve your financial objectives without falling prey to the unpredictability of market fluctuations.
At the Investing for Income Summit, you’ll learn how to navigate these turbulent times with confidence. Our experts will guide you through proven strategies that not only protect your wealth but also allow you to grow it—all while minimizing risk and volatility, just like the most successful pension plans in the country.
Limited Spots – Register for Free Today!
Don’t miss this exclusive opportunity to take control of your financial future. This summit is specifically designed for Canadian retirees and those nearing retirement who want to generate reliable income while managing risk and volatility.
Dates:
- Session 1: October 30th
- Session 2: November 13th
- Session 3: November 27th
Time: 7PM EST
Where: Online – Attend from the comfort of your home.
Featured Speakers
Michael Baker – Principal & Director, ICM Asset Management
Topic: High-Yield Returns from Music Royalties
Michael will reveal how music royalties provide stable, recurring income from proven hits, offering a unique, high-yield alternative to traditional markets. Learn how to diversify your portfolio and secure consistent cash flow with this growing asset class.
Sean Rogister – CEO, Cortland Credit
Topic: Senior Secured, Asset-Backed Private Lending
Sean will explain how private lending strategies can deliver higher returns with lower risk, secured by tangible assets. Discover how senior secured, short-term loans provide capital protection and consistent income in today’s market.
Will Granleese – Portfolio Manager, Antrim Investments
Topic: Maximizing Returns Through Private Lending
Learn how Will’s approach to short-term mortgages backed by high levels of equity can generate 8-9% returns in a high-interest-rate environment. Gain insights into how private lending offers a low-risk way to secure steady returns.
Aly Damji – Managing Partner, Forum
Topic: Investing in Purpose-Built Student Accommodation
Aly will discuss how Purpose-Built Student Accommodation (PBSA) offers secure, inflation-resistant monthly returns. With demand for student housing on the rise, Aly will show how PBSA provides strong, long-term returns and portfolio diversification.
Mike Meekins – President, Westbridge Capital
Topic: Diversified Private Debt with Equity Participation
Mike will share how his strategy of private debt with equity participation has delivered yields over 10% for the past seven years. Discover how this approach balances risk and reward, offering stable income and potential equity upside.
Geoff Lang – SVP Business Development, Equiton
Topic: Income from Canadian Multifamily Apartment Investments
Geoff will show how multifamily real estate generates passive monthly income without the hassles of property management. Learn how these investments can offer stable, long-term returns with tax deferral benefits.
Chaim Karpel – Vice President, Peakhill Capital
Topic: Secured Mortgage Investments
Chaim will discuss Peakhill’s exclusive mortgage fund—the only Canadian fund bridging to CMHC with a $15 million first-loss provision. Learn how diversified mortgages can provide stable, risk-adjusted returns with minimal volatility.
Gabriel Millard – Managing Partner, Avenue Living
Topic: High Income from Self-Storage Facilities
Gabriel will highlight how self-storage facilities generate high income while preserving capital. Discover how this growing sector offers investors a reliable stream of recurring revenue and tax deferral.
Adam Dean – VP & Portfolio Manager, CMLS Asset Management
Topic: Mortgage Investments in Commercial and Residential Real Estate
Adam will explain how investing in secured mortgages can protect your capital while providing reliable, recurring income. Learn how mortgage investments offer stability and dependable returns in any market.
Mustafa Bukhari – National Team Lead, Skyline Wealth
Topic: Tax-Efficient Investment Strategies
Mustafa will share how to structure your portfolio for maximum tax efficiency, helping you keep more of your earnings. Discover tax-advantaged investments that allow you to grow and preserve your wealth.
John D. Hutchinson – Co-CEO, Trez Capital
Topic: Secured Income from U.S. Real Estate Investments
John will explore how investing in U.S. Sunbelt real estate-backed loans can provide attractive yields while safeguarding capital. Learn how this income-focused strategy delivers stable returns in today’s market.
Paul Tyers – Managing Director, Wealth Stewards
Topic: Capital Preservation & Income Generation
Paul will show how to incorporate private debt and equity strategies to preserve capital and generate steady, recurring income, while optimizing for tax-efficient growth. Learn how to protect your wealth and keep more of your money working for you.
Join Us
Don’t miss out on this unique opportunity to discover investment strategies that can help you secure steady income and reduce risk in your portfolio. Register now to secure your spot in one or all sessions of the Investing for Income Summit. Start investing in your financial future with confidence!