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Manager of both BMO Concentrated Global Equity & Global Balanced
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Hi <<First Name>>,

On July 16 2020 Rick spoke with Michael Hughes of GuardCap Asset Management, the UK division of Toronto based asset manager, Guardian Capital. Guardian has partnered with BMO to offer the BMO Concentrated Global Equity Fund and BMO Concentrated Global Balanced Fund. Michael is the client portfolio manager, who is part of the investment management team and tasked with the role of meeting with clients to discuss the GuardCap investment philosophy. In this short Q&A session Michael gives his perspectives on their approach to picking global stocks, the benefits of active management, investing in the age of COVID, and using the principles of ESG as part of their investment process. Hopefully you find the content meaningful and we look forward to bringing you more fund company interviews in the future.
WATCH THE VIDEO HERE
Best regards, 

Rick Irwin, CFP, CLU
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Insurance products, including segregated fund policies are offered through Trinity Wealth Partners Inc., and Rick Irwin, Patricia Bell, and Lorna Maughan offer mutual funds through Quadrus Investment Services Ltd. 
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The information provided is based on current tax legislation and interpretations for Canadian residents and is accurate to the best of our knowledge as of the date of publication. Future changes to the tax legislation and interpretations may affect this information. This newsletter contains general information only and is intended for informational and educational purposes provided to clients of Rick Irwin, CFP, CLU, Lorna Maughan, CFP; and Patricia Bell, PFP. While information contained in this newsletter is believed to be reliable and accurate at the time of printing, Rick Irwin, Lorna Maughan, or Patricia Bell do not guarantee, represent or warrant that the information contained in this newsletter is accurate, complete, reliable, verified or error-free. This newsletter should not be taken or relied upon as providing legal, accounting or tax advice. Prospective investors should review the offering documents relating to any investment carefully before making an investment decision and should ask their advisor for advice based on their specific circumstances. You should obtain your own personal and independent professional advice, from your lawyer and/or accountant, to take into account your particular circumstances.    
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