Wednesday, January 22nd, 2025
Location: In Person at 1545 Carling Ave, Main Floor
or via Zoom Live Stream
Time: 6:30 p.m. – 7:30 p.m. (ET)

As we close the chapter on 2024, this seminar will provide an in-depth analysis of the year’s financial landscape and its implications for 2025. We will explore the critical events, market trends, and economic policies that shaped 2024, focusing on how these elements influence decision-making in the coming year.

Key topics include:

• 2024 in Review: A recap of major market movements, sectoral performances, and geopolitical events that impacted financial markets.
• Inflation, Interest Rates, and Policy Shifts: How monetary and fiscal policies evolved throughout 2024 and their projected effects on asset allocation, investment strategies, and client portfolios in 2025.
• Technological and Industry Disruptions: Insights into how advancements in technology, AI, and digital finance reshaped the advisory landscape and client expectations.
• Lessons Learned: Identifying key takeaways from market volatility, regulatory changes, and emerging financial products to better serve clients.
• 2025 Outlook: Strategies to navigate potential risks and opportunities, including shifts in investment trends, tax considerations, and retirement planning.

This session promises to be informative and will provide you with the opportunity to ask questions. Please send your RSVP by Monday, January 20, 2025 to Natalie Nunn by calling 613-728-0101 ext. 226, by email to nnunn@mandevillepc.com or by signing up below.

Dessert & refreshments will be served to in person attendees.

We hope to see you there.

Your host,

Adam Prittie