Join Francis and his guest, Paul Sandhu of Marret Asset Management, as they discuss global macro trading and Francis’ Diversified Alternative Income Portfolio.
Virtual
Director, Wealth Management and Portfolio Manager, Investment Advisor
Richardson Wealth
President & Chief Executive Officer
Marret Asset Management Inc.
Director, Wealth Management and Portfolio Manager, Investment Advisor
Richardson Wealth
Financial Planner and Portfolio Manager, Francis Sabourin, Director, Wealth Management at Richardson Wealth, was awarded the Distinguished Advisor Award (prix Conseiller émérite) for the year 2016 by the publication Finance et Investissement, highlighting the good performance of his portfolios, both equal to or higher than the benchmarks, while minimizing the risks, thereby focusing on good capital protection. The Advisor of the Year Award is designed to recognize an advisor with at least 20 years of experience, who has marked the financial industry with a unique and remarkable practice. Francis celebrated 25 years of practice on October 5, 2017.
Among the most highly prized awards of excellence in the Canadian financial world, the Wealth Professional Awards are designed to recognize leaders in the wealth management industry and honour their contributions and outstanding achievements in Canada’s financial industry.
Against this backdrop, in addition to taking home the top award of Global Advisor of the Year in 2016, 2017 and 2019, Francis took home the award for the Discretionary Portfolio Manager of the Year for 2018. In 2020, Francis won the Silver Award for Advisor of the Year – Alternative Investments.
President & Chief Executive Officer
Marret Asset Management Inc.
Paul Sandhu is President and CEO of Marret Asset Management Inc. He has over 30 years of domestic and international fixed-income experience. Prior to joining Marret in 2009, Paul was responsible for the global distribution of Canadian fixed-income and money market products at BMO Capital Markets. Through offices in Toronto, Montreal, Vancouver, New York, London and Hong Kong, Paul was directly responsible for advising some of the world’s largest fixed-income asset managers on portfolio strategy, asset mix, security selection, and alpha/beta generation. Paul’s career also includes positions with Goldman Sachs and Citibank in Europe, the U.S. and Canada.
Paul holds a BA in Economics and Political Science from the University of British Columbia and a Master of Public Administration from the University of Victoria.
Online registration is now closed. Please email caroline@caasa.ca to join the event.
Event Registration Closed
Online registration is now closed. Please email caroline@caasa.ca to join the event.
Event Registration Closed