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Upcoming Luncheon / Previous Luncheons

2013
January Luncheon
Brad Gustafson, B.Sc. CFP
February Luncheon
Martin King, First Energy Capital
March Luncheon
Don Bannerman, Provident Energy
April Luncheon
Marcel Savoie
May Luncheon
Joanne Hall, Facilities Advisor for the Bow
June Luncheon
Tony Cioni, Torys LLP
September Luncheon
Justin Jensen, Associate BD&P LLP
October Luncheon
Dan Brown, CGI
November Luncheon
David J Browne, Vice President, Communication & Marketing, Trican Well Service Ltd.
January 2013

Investing Where the Puck is Going
Brad Gustafson, B.Sc. CFP


Some of the topics that Brad will present, time permitting, include:
  • Common incorrect paradigms regarding money
  • Effects of the boomers on investments in the last 30 years and 20 years into the future
  • Demographic global Real Estate Effects
  • The future of real estate in Calgary and the Western Provinces
  • Is it time to buy US real estate?
  • How to invest where the baby boomers are going, not where they have been (what the press and your parents did not tell you!)
  • The future for interest rates and inflation
  • Worldwide demographics data shows which countries will thrive in the future
  • Why you need to restructure now in light of retiring boomers
  • The future stock buying habits of the boomers & the effects that will have on your portfolio
  • Stats on how to extend your life


Partner/Director, Richardson GMP Limited & President, Gustafson Wealth Counsel
Brad preaches "to embrace the new truths" of the future and with that your investing style must address the new truths. Things like casinos, liquor, restaurants and health care stocks, to name a few, will be at the forefront of the investing future. If you can figure out what the Boomers want to buy, you can figure out where the stock market will be headed. Essentially... you're going where the puck is going - not where it's already been.