The need for Canadians to have a globally diversified portfolio is increasing

Jacoline Loewen and team Ottawa

The economy has been choppy, to say the least, and we asked our portfolio strategist to share the economic forecast for Canadian investors concerned about their portfolios.
Our Economics Forecast Luncheon in Ottawa had healthy debate and discussion.
My biggest take-away is that Europe has room for growth as they have had austerity and the governents are investing into their country infrastructure again.
Also, America is a resilient economy. Their job growth is strong, although service jobs do not have the same wage potential.
Thank you to Stephen Beckta, Beckta Restaurant, who hosted our private event.

If you would like to receive more inforation, please contact Jacoline Loewen - contact information on the side bar.

Ottawa economic luncheon

The four most expensive words in the English language are "this time it's different."  

Yes, it has been a turbulent few months, Our portfolio strategist, Pierre Ouiemet, will be visiting Ottawa on the 12th and will be discussing the ten investment themes that UBS Bank (Canada) is pursuing and will explore why these themes are critical. He will also disuss the interest rates - are they going up? If so, when.

We will be in Ottawa, Thurday 12th and hosting a private luncheon for select business owners to discuss why investing outside of Canada makes good financial sense.

Do contact us if you wish to join.

Jacoline Loewen, Director, UBS Bank

Business Transitions Forum, Vancouver, Tackles How to Value Your Company

Business Transitions Forum focuses on planning and transactional strategies guaranteed to smooth the transition of business ownership, while demystifying the process required to successfully sell your business. You will leave with the tools to create your own roadmap while understanding best practices and the roles played by expert advisors so that you can build your own team, if necessary. BTF’s large scale allows for anonymity if you prefer to blend into the crowd.

Jacoline B. Loewen, Featured Speaker and leader of BTF panel

I will be leading a panel of experts to discuss who are the experts that an entrepreneur needs to begin the process of transition. Questions that will be addressed include:

• Where do I start and who can assist me?
• What dictates how much my company is worth?
• Who is buying businesses now and what are they looking for?
• What tactics will maximize the value of my company while minimizing taxes?
• How can I avoid compromising my marketplace while I look for buyers?
• What will I do with the proceeds (and my identity) after the sale?
• How can I assess the risks of succession within my family?
• Why do so many business transitions fail?

Thinking about the future ownership of your business and don’t know where to start? Join us!

CBDC founder Pamela Jeffery names the Diversity 50 for Board Director positions

A leading voice in the fight to get more women and minorities on corporate boards in Canada has published its latest list of what it describes as highly qualified candidates.

Jacoline Loewen listed on the Diversity 50 for corporate boards

The Canadian Board Diversity Councilsays its so-called 2015 Diversity 50 Cohort includes eight men and 42 women, six of whom currently serve on FP500 or Fortune 500 corporate boards.

The diversity council says the group includes six aboriginal candidates, up from five in 2014, as well as 11 visible minorities. All were vetted under a process endorsed by participating CEOs from 11 large Canadian companies.

According to the council, the Diversity 50 initiative has resulted in 22 board appointments to FP500 or Fortune 500 companies since its inception in 2012.

Meanwhile, it says recent regulatory changes have highlighted the ongoing need to increase the number of female directors in Canada.

So-called "comply or explain" disclosure requirements adopted by securities regulators in most provinces and territories now require core TSX-listed issuers to disclose both their approach and progress in achieving greater gender diversity on their boards of directors.

"More women than ever before are sitting on Canada's corporate boards, but we need to do more," said CBDC founder Pamela Jeffery.

Jacoline Loewen

Director

What one trait should every leader have? Jacoline Loewen explains...

Jacoline B. Loewen speaking about women in leadership

Ellevate Network Toronto presents the annual Women in Leadership Seminar Series.

This year, five amazing women presented their journeys to C-Suite.

This year’s ‘Leadership Series’ event, Women in Leadership: Journeys to C-Suite, features five accomplished and driven women who will share their personal stories of how they climbed the ladder of success and the challenges they faced along the way from a personal and professional perspective.

Jacoline Loewen said that the most important trait for a leader is being humble. You cannot do it alone.

AGENDA: 
6:00 PM Hors D’Oeuvres and Mingling
6:45 PM Panel Discussion
8:30 PM Networking

For more information, contact Cristina Onosé 647-299-9595 or email cristina.onose@gmail.com

Tickets for the NAAAP executive team will be $15, please RSVP by email to syazdan@me.com.

Thank You to Our Generous Sponsors!

SPEAKERS:

Fiona Crean

Ombudsman, City of Toronto

Fiona Crean is the City of Toronto's first Ombudsman. Prior to this new post, Fiona was an Assistant Deputy Minister in the Ontario Government, responsible for managing significant organizational change in the correctional system. She established the Ombudsman's role at York University and was Executive Director of the Ontario Ombudsman's Office.

Dr. Doris Grinspun

CEO, Registered Nurses' Association of Ontario

Doris Grinspun is the CEO of the Registered Nurses' Association of Ontario (RNAO), the professional association representing registered nurses, nurse practitioners and nursing students in the province of Ontario. From 1990 to 1996, Grinspun served as Director of Nursing at Mount Sinai Hospital in Toronto. She has also worked in practice and administrative capacities in Israel and the US.

Andrea Cohen Barrack

CEO, Ontario Trillium Foundation

Andrea Cohen Barrack is the CEO of the Ontario Trillium Foundation, Canada’s largest granting foundation. Andrea has a lengthy and successful career in community healthcare. Prior to OTF, she was the CEO of Unison Health and Community Services. A transformative leader, she is recognized for her expertise in making organizations more effective.

Kim Cohen

CEO, Brown & Cohen Communications & Public Affairs Inc.

Kimberly Cohen is the CEO of Brown & Cohen Communications & Public Affairs Inc., which provides public relations and marketing services across Canada. She helped grow the company’s revenue and client base significantly over the past 20 years conducting marketing and brand building campaigns for businesses from start-ups to the most trusted brands in many industries.

Jacoline Loewen

Director, UBS Wealth Management

Jacoline Loewen and her team at UBS work with high-achieving entrepreneurs and executives of publicly traded companies, as well as owner-operators and family firms. She specializes in wealth management through the stages of financial growth. She is a director on the board of the Private Capital Markets Association Canada (PCMA) and the Toronto Atmospheric Fund.

Howard Brown

President, Brown & Cohen Communications & Public Affairs Inc.

Howard Brown is president and founder of Toronto-based Brown & Cohen Communications & Public Affairs Inc. Since 1991, Howard has provided public and government relations services to over 250 companies, associations and not-for-profit organizations including the Women's Brain Health Initiative, Professional Engineers Ontario and the Share the Road Cycling Coalition.