Opportunities Accompany Change

In keeping with the season’s changes, we introduce the recently appointed Head of Private Wealth, Manmeet Bhatia and our new client website.

10.25.2019 - Duane W. Green, President, Chief Executive Officer

Welcome back. The unofficial New Year—ushered in by familiar routines, catch-up calls with friends and telltale signs of fall—is well underway. Change is afoot. With that in mind, I’m pleased to introduce our recently appointed Head of Private Wealth, Manmeet Bhatia.

Over the years, I’ve observed that people often like to distinguish between book learning and life learning. Manmeet has several designations behind his name. He’s a graduate of the I.H. Asper School of Business at the University of Manitoba (Bachelor of Commerce, Honours, Finance). His professional designations include CFA, CIM, CFP, LIFA and CLU, which speak to his in-depth investment and wealth management knowledge. As importantly, Manmeet brings nearly 25 years of financial services experience, including various executive and senior leadership positions, to his new role.

We think the combined depth and scope of his capabilities are important because working with you, we recognize the complexities and responsibilities of wealth are growing. We know your time is precious and expectations of us are high.

It’s also been critical to appoint someone who appreciates the expertise and collaborative culture of Fiduciary Trust Canada’s strong team. This “right fit” affects us all on a daily basis. Reporting to me, Manmeet will represent the interests of private wealth clients and stakeholders as a member of the Franklin Templeton Investments Canadian Leadership Committee.

In keeping with new developments, page 12 of this edition features our enhanced client website. It reflects our ongoing commitment to always bettering our service to you. Take a moment to read New Website Designed With You In Mind.

Each quarter, we touch on timely topics in keeping with the latest market developments and themes that affect lives over generations. You’ll find Ian Riach’s review of the previous period in Markets Make Gains Despite Trade Issues on page three.

Picking stocks in the fast-paced, high-stakes retail sector offers its own unique challenges. Andrew Buntain in Toronto and Grant Bowers in San Mateo share their insights in this edition’s Round Table on page six.

These are some of the stories in this Perspective. Let us know what you think.






Results: Up, Down And In Between

10.25.2019 Scott Guitard, Vice President, Portfolio Manager

Given the current environment, we’re expecting Q4 to be a bumpy ride and have adjusted equity weightings to support positive performance.

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The Logic Behind Bonds

10.25.2019 Scott Guitard, Vice President, Portfolio Manager

Why would you hold bonds these days? See our answers on several fronts: risk management, issue selection, active management and global opportunity.

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