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Stay Informed, Stay Ahead:

Join us for the Outlook 2025 Webinar

Wednesday, February 5th, 2025 | 7:00 PM - 8:00 PM EST

Register Today

Get Ahead of the Curve in 2025

Want to stay ahead in 2025? Don’t miss Outlook 2025, a dynamic, live roundtable featuring industry-leading experts unpacking the trends shaping the economy and markets.

This isn’t your typical webinar—this is your anchor point for the year ahead, offering insights and actionable takeaways that will help you make informed decisions and feel confident about the road ahead.

This event is for Wealth Stewards clients, business owners, CPAs, and anyone else ready to take 2025 head-on.


Online conference

Where

This roundtable event is virtual and hosted on Zoom

Calendar

When

Wednesday, February 5th 2025
7:00pm - 8:00pm EST

Why You Need to Be There

Cut Through the Noise

Gain clarity on the forces shaping global markets and what they mean for your portfolio.

Access the Experts

Get direct insights from top portfolio managers, strategists, and thought leaders in their fields.

Stay Ahead

Discover actionable trends in estate planning, clean energy, and macroeconomics that can influence your strategy.

Expand Your Knowledge

Designed for all financial levels—whether you're a seasoned investor, a business owner, or just someone wanting to stay informed.

What You Will Learn

  1. 1

    1. Global Trends & Market Impacts

    Martin Lefebvre, Chief Investment Officer, National Bank Investments

    • The big picture on macroeconomic trends and what to expect on the horizon.
    • How geopolitical shifts, including the Trump presidency, could influence global markets.
  2. 2

    2. The Future of Estate Planning

    Akua Carmichael, VP Estate Planning & Services

    • Why intergenerational wealth transfer is more critical than ever.
    • What estate planning means for an aging demographic and tax planning implication for families
  3. 3

    3. Clean Energy’s Economic Role

    Matt Kennedy, Director, Skyline Energy

    • What’s next for renewable energy and its impact on investment opportunities.
    • How clean energy is driving economic transformation.
  4. 4

    4. Spaces Are Limited

Meet the Panelists

Martin lefebvre

Martin Lefebvre

Chief Investment Officer, National Bank Investments

With over 20 years of experience in financial markets, Martin oversees tactical asset allocation and investment solutions at National Bank Investments. He has held senior roles at Private Banking 1859, Natcan Investment Management, and Desjardins Group. Holding a Master’s in Economics from UQAM, Martin brings deep expertise on the economic and political landscape in Canada and the U.S.

Matt Kennedy Skyline Energy

Matt Kennedy

Director, Skyline Energy

Matt leads acquisitions and business operations for Skyline Energy, overseeing asset due diligence, underwriting, transaction negotiations, and vendor management. Since joining Skyline in 2017, he has contributed significant expertise in asset acquisitions, financial analysis, and clean energy valuation, gained from his previous role at Skyline Asset Management Inc. Matt also serves on a cleantech committee advocating for clean energy adoption in Ontario, reflecting his commitment to advancing sustainable energy solutions.

Akua carmichael

Akua Carmichael

Vice President, Estate Planning & Services


Akua specializes in customized estate planning and administration solutions, with expertise in wills, trusts, and intergenerational planning. A seasoned estate lawyer and frequent speaker, she holds LL.B and J.D. degrees and is a member of the Law Society of Ontario and STEP. Akua’s practical strategies address the evolving needs of families and aging demographics.

Save Your Spot

Don’t miss your chance to get ahead of the curve. Register now for free and join us online for this exclusive, educational event. Start 2025 off with Confidence.

Register Now
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Who Should Attend?

Wealth Stewards Clients

Investors who want to stay Informed

Business Owners

Our Accountant Affiliates

Your Friends and Colleagues

Canadian Accountants & Other Professionals

Schedule an assessment with our team of experts