Danielle Teboul’s Post

Wake up to fresh ideas—insights are sizzling at breakfast!   We're bringing the roadshow to Belfast and Manchester this week! The teas and coffees will be flowing as we gear up for the final stretch of this amazing series.   Here’s a sneak peek of the topics we'll be covering:   7IM's future: We'll discuss our ongoing investment in leading platform capabilities, including a preview of upcoming technology.   Retirement outlook: We'll explore the evolving retirement landscape and how we’re positioned to help.   Tax planning: Canada Life will share insights on using bonds to future-proof income.   Investment insight: Ben Kumar, one of LBC's trader bros, will guide us through key investment topics.   We look forward to seeing those who have registered very soon, and for those who have yet to confirm, spaces are filling up fast so make sure you secure your spot today.     You can register now via the link below. https://lnkd.in/eXuUthxh   Capital at risk.

Have you found yourself laid-off or nearing retirement with a Share Ownership Plan that needs your attention? I have had the privilege of helping clients transfer their Share Ownership Plans in-kind (as is) to our brilliant and very helpful team at Canada Life Securities. Once the shares are transferred, we collaborate with the Security Specialist to find the right exit price, and then liquidate the stock. Once your shares are sold, we move the proceeds into your own investment account! From here, you and I work together to invest these funds based on your timeline and risk tolerance. Saving for retirement can come in all shapes and sizes - Share Ownership Plans are just one of them! Let's customize it to you when the opportunity presents itself! #concentrationrisk #shareownershipplan #employeebenefit #retirementsavings #pensionplan #financialadvice #securities #liquidate #companystock #publicilytradedcompany

If you've followed along with us for a while, you know about our Core + Explore™️ investment strategy at Raintree Financial Solutions. Today, we want to talk a bit about how we help clients manage the "Core" portion of their portfolio. We connect clients with suitable Portfolio Managers across Canada through Raintree Wealth Management Inc. to manage the Core of their portfolio. We have cultivated relationships with various Portfolio Managers, each offering unique and specific investment strategies. Portfolio Managers specialize in managing investment portfolios and making final investment decisions for a variety of clients, including pensions, endowments, foundations, and private individuals. Working with a Portfolio Manager offers several advantages, including their fiduciary duty to act in the best interest of clients, independent investment decisions to prevent conflicts of interest, and transparent fee structures based on a percentage of managed investments. Interested in learning more? We invite you to contact your Advisor and check out https://raintreewm.com/ today. #RaintreeWealthManagement #PortfolioManagers #Investing #Investors #FinancialFirm #CanadianInvesting #CanadianInvestors

With experts having decades of experience and coming from different nationalities, you can rest assured that whether you're investing to build a retirement fund or seeking quick returns, AKG experts will provide the right investment advice. Our guidance is backed by thorough research and expertise in local real estate markets. Contact us today and get started on the right investment track.  Phone ☎: +971 4 589 1916 Email 📧: contact@akgbrands.com Website 🌐: www.akgbrands.com #InvestmentAdvice #RetirementPlanning #RealEstateInvesting #FinancialExperts #GlobalExperience #LocalMarkets #AKGExperts #InvestmentTrack

If your DB pension scheme is targeting buy-out, you need a cohesive strategy and plan to get there. To help you deliver a successful buy-out strategy, we’ve developed PACE. Using a strategic approach to buy-out, PACE integrates affordability, investment and due diligence considerations to create a clear pathway for your scheme. Find out more here: https://okt.to/JD67sW #DBPensions #buyout

Behind each success is the daily cumulative efforts of showing up, meeting clients, hearing their investment goals, recommending and stewarding solutions to achieve their financial objectives within their investment risk profiles. Rome was not built in a day, so here’s to celebrating all the daily hustle and silent hard work behind the scenes to achieve our life, career and family goals! And if the journey may seem far, go together with like minded comrades like Edneth Chan John Chang and Wilson Lee (Retirement Specialists Singapore) who help make the process more enjoyable! #investments #wealthmanagement #phillipcapital #dailyhustle

If your DB pension scheme is targeting buy-out, you need a cohesive strategy and plan to get there. To help you deliver a successful buy-out strategy, we’ve developed PACE. Using a strategic approach to buy-out, PACE integrates affordability, investment and due diligence considerations to create a clear pathway for your scheme. Find out more here: https://okt.to/1LjPHf #DBPensions #buyout

Aiming to provide added investment options to our clients and investors, we recently announced our acquisition of Vanguard's US Outsourced Chief Investment Officer business. https://bit.ly/3W8CLr2 Olaolu Aganga shares her insight into our new strategic pairing in Pensions & Investments. #acquisition #business #investors #investment

As the financial markets evolve, the advantage of scale is becoming more apparent. Our latest research reveals that larger pension funds consistently outperform smaller ones, benefiting from greater asset allocation, enhanced investment flexibility, reduced costs, and superior performance. Read the Brandes Center's latest article to explore how size influences success in pension fund management. Link to the article: https://lnkd.in/dB2f6qaj #PensionFunds #InvestmentStrategy #AssetManagement

If you're aiming for a buy-out with your DB pension scheme, having a solid strategy is crucial. That's why we've introduced PACE to guide you through the process effectively. PACE combines affordability, investment, and due diligence, providing a clear pathway to achieve your buy-out goals. #DBPensions Learn more about PACE here: https://okt.to/8XPILh