What is financial planning and why it is important for high-net-worth investors 2022 has been a roller coaster year in terms of the financial markets. Currently, delivery times for products are improving, which should help ease inflationary pressures. But a hawkish Bank of Canada has us keeping an eye on the housing market. Although we can’t control the markets, we can take advantage of this time to broaden our definition of family wealth. A financial plan is a comprehensive evaluation of an individual's current and future financial state and is comprised of many aspects. Our Q3 webinar featuring Alex Grassino, Head of North American Macro Strategy, Multi-Asset Solutions Team at Manulife Investment Management, will share his assessment of upcoming macroeconomic trends. In addition, Carol Foley, Tax and Estate Planner at Manulife Private Wealth, will highlight why defining a financial plan is important for high-net-worth investors. Date: Tuesday, September 27, 2022 |