Navigating Your Investment Strategy in Today’s Economy

Wednesday, March 5, 2025  | 12:00 PM Pacific Time  |  1 hour

Does the current state of the economy have you questioning your investment strategy? Are you wondering how to get started or looking for ways to maximize your investment growth and meet your goals? 

No matter where you are on your investment and financial planning journey, you can learn from our experts. 

In our complimentary webinar, you’ll gain peace of mind and practical solutions to help you with your investment goals. You’ll learn:

  • Key challenges and opportunities presented in today’s complex economy
  • Investment and financial planning strategies for each life stage
  • Principles of money management and investing
  • Considerations for creating greater tax efficiency and optimizing your investment portfolio
  • Investment trends and opportunities to consider for your portfolio

This webinar will share and explore strategies, tips and scenarios for individual investors and families looking to secure a sound financial future for themselves and their loved ones.

Register

Meet Our Speakers

Claudio Chisani, CFP®, CIM®, FCSI®

Investment Advisor and Portfolio Manager 

 

Claudio’s experience with global and domestic capital markets has helped his loyal clients manage and increase their personal and corporate wealth for more than 25 years. While he enjoys all aspects of portfolio management, he also takes pride in designing innovative wealth preservation and retirement cash flow strategies. As a Chartered Investment Manager (CIM), Claudio is qualified to provide discretionary portfolio management, enabling his clients to entrust their day-to-day investment decisions to him. He is also a Certified Financial Planner® (CFP) and a Fellow of the Canadian Securities Institute (FCSI). 

Kimberly Lamoureux, CFP®

Financial Advisor 

 

As a Financial Advisor with BlueShore Financial, Kimberly is focused on helping clients with their financial planning needs, simplifying complex financial situations to help them learn, grow, and succeed. Committed to continuous learning, she has augmented her financial planning experience by earning the coveted Certified Financial Planner® (CFP) designation.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.