• Deep value manager likes tobacco, booze, food
Philippe Brugère-Trélat, vice-president and portfolio manager for Toronto-based Franklin Templeton Investment Corp.’s Mutual Discovery Fund, discusses his strategies behind value investing and the fund’s latest holdings. He spoke with Olivia Glauberzon of Investment Executive at the TMX Broadcast Centre in Toronto.WATCH


• Sun Life’s Kazazian on improved insurance advisor scores
Vicken Kazazian, senior vice president of Sun Life Financial (Canada) Inc., discusses the firm’s improved scores in Investment Executive’s Insurance Advisors’ Report Card. He spoke with Gavin Adamson of Investment Executive at the TMX Broadcast Centre in Toronto. WATCH



• How an advisor tweaked a failed market niche, and won
George Hartman, a business coach and owner of Market Logics Inc. of Toronto, describes how he helped an advisor reconsider her original target market, how she improved it, and her results. He spoke with Gavin Adamson from Investment Executive at the TMX Broadcast Centre. WATCH




• Otar on GMWBs: “I’m not against these products”
Innovative Minds: Investment Executive presents a series of videos featuring visionary Canadians whose ideas have contributed significantly to the financial services industry generally and to how financial advisors conduct their business. In our third video, Beat Guldimann, author of Inside Swiss Banking and the former president and CEO of UBS Bank Canada, describes the Swiss banking system and what sort of tax and estate planning applications it may have. WATCH



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