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Canada s Top Wealth Advisors 2023: Lori Pinkowski

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British columbiaLori pinkowskiJon mccombInvestment industry association of canadaTeam assets custodiedUmoja operation compassion societyKid fundPortfolio managerInvestment advisorAccount sizePinkowski wealth managementNews talkMaking centsEvery wednesdayReady setApple podcasts

How this portfolio manager is using merger arbitrage to invest in more than 100 deals a year

Merger arbitrage is also tax efficient as returns are taxed as capital gains, and not interest income

British columbiaCanaccord genuityBrenda bouwWarren buffettAmar pandyaAdam mayersCallan meyerLori pinkowskiElon muskJoel schlesingerDavid parkinsonSean puglieseDale jacksonFoodtastic incRogers communications incFreshii inc

Why this portfolio manager is buying Dollarama but selling a U S discount retail chain

Lori Pinkowski of Canaccord Genuity Wealth Management believes active management helps reduce the impact of market volatility on her portfolios

British columbiaCanaccord genuityLori pinkowskiCampbell soup coDollarama incRoss stores incTeck resources ltdCanaccord genuity wealthGlobe advisorPinkowski wealth managementCanaccord genuity wealth managementCampbell soupTeck resourcesRoss storesGold indexBrenda bouw

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