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How to build a retirement portfolio for capital protection and long-term growth

January 30, 2025

12:00 PM CST

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Join Grant White and Brant Butt of Endeavour Wealth Management for an exclusive workshop on building a resilient, well-structured retirement portfolio. Learn how to transition from the growth phase of investing to a strategy that protects your wealth while generating sustainable income in retirement.

What You’ll Learn:

  • The Bucket Strategy for Retirement – Discover how to structure your portfolio into short, medium, and long-term buckets to protect your cash flow and manage market fluctuations.
  • Managing Volatility – Understand why market ups and downs matter less when you have a well-planned strategy and how to keep your portfolio stable through uncertain times.
  • The Cash Wedge Strategy – Learn how setting aside 3 years of income in a low-volatility account can shield you from selling investments during downturns.
  • True Diversification – Avoid common mistakes like home country bias and overconcentration by diversifying across asset classes, industries, and global markets.
  • Evidence-Based Investing – Find out why an evidence-backed, cost-efficient investment strategy outperforms stock-picking and market timing.

Why Attend?

  • Build Confidence in Your Retirement Plan – Reduce uncertainty by structuring your portfolio for financial stability.
  • Avoid Costly Mistakes – Learn how to manage risk, stay invested, and prevent emotional decisions that could impact your long-term returns.
  • Protect and Grow Your Wealth – Ensure your portfolio generates reliable income while still growing to keep up with inflation.
  • Learn From Experts – Benefit from insights used by successful investors and retirees to navigate market cycles without stress.

Reserve Your Spot Now!
Don’t leave your retirement to chance. Gain the knowledge and strategies needed to weather any market condition and secure a prosperous financial future.

Speakers

Brandt Butt
Portfolio Manager & Investment Advisor, iA Private Wealth
Grant White
Portfolio Manager & Investment Advisor, iA Private Wealth

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