As previously announced, I will be presenting a seminar at Financial Forum in Toronto:
Preferred shares can complement bonds in taxable fixed-income portfolios. A wide variety of characteristics allows a preferred share portfolio to be tailored to the individual needs of the investor, but this very variety can lead to the “tyranny of choice”, in which the necessity of choosing between various options leads investors to avoid the sector entirely. In this seminar, you will learn to assess the characteristics of different preferred shares, how to compare the prices of these shares and how to put together a portfolio that meets your needs … with very attractive tax savings compared to bonds and GICs!
Break-out seminar session Friday Jan 16/09 5:00-5:45 pm at the Toronto Financial Forum.
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