In this session, we explore strategies to lower portfolio volatility and focus on “winning by not losing” amidst various investment risks. Volatility is often seen as the price of admission for achieving investment returns, but this is not necessarily the case. We will discuss cash alternatives that offer stability and liquidity for short-term allocations, examine low-volatility ETFs that can help reduce price swings while allowing you to remain invested in equity markets, and introduce Buffer ETFs. 

Richard has more than 20 years of experience in the financial services industry. During this session, he will discuss the benefits of the dividend factor when investing and the impact of dividends on portfolio volatility. Richard also looks at strategies to gain a more defined range of return outcomes through utilizing 'buffer ETFs'. Be sure to bring a pen, paper, and an inquisitive mind to this interactive and informative session.