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p. 1 To Significantly Increase Your Returns in 2013 2013 World Outlook Financial ConferenceVancouver, BC ©2012 Richardson GMP Four Secrets Neil McIver, CIM Director, Wealth Management & Portfolio Manager Mark Jasayko, MBA, CFA Portfolio Manager
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p. 2 Mark Jasayko, Portfolio Manager Secrets 1.Hedge Against Inflation In North America 2.Embrace Inflation In Japan
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p. 3 Mark Jasayko, Portfolio Manager Secrets 1.Hedge Against Inflation Bullion Real Return Bonds Consumer Staples
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p. 4 Mark Jasayko, Portfolio Manager Secrets 1.Hedge Against Inflation IGT (on TSX) Real Return Bonds Consumer Staples
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p. 5 Mark Jasayko, Portfolio Manager Secrets 1.Hedge Against Inflation IGT (on TSX) XRR (on TSX) Consumer Staples
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p. 6 Mark Jasayko, Portfolio Manager Secrets 1.Hedge Against Inflation IGT (on TSX) XRR (on TSX) SC,THI,CTC.A (TSX)
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p. 7 Mark Jasayko, Portfolio Manager Secrets 2.Embrace Inflation Japanese Stocks
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p. 8 Mark Jasayko, Portfolio Manager Secrets 2.Embrace Inflation DXJ (on NYSE)
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p. 9 Mark Jasayko, Portfolio Manager Secrets 2.Embrace Inflation DXJ (on NYSE) Wisdom Tree Japan Hedged Equity EFT
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p. 10 Mark Jasayko, Portfolio Manager 2012 Forecast Results & 2013 Forecast Projections 1.Canadian Stocks 2013 – Flat 2012 – Flat
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p. 11 Mark Jasayko, Portfolio Manager 2012 Forecast Results & 2013 Forecast Projections 2.US Stocks 2013 – Flat 2012 – Higher
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p. 12 Mark Jasayko, Portfolio Manager 2012 Forecast Results & 2013 Forecast Projections 3.US Dollar (Globally) 2013 – Higher 2012 – Higher
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p. 13 Mark Jasayko, Portfolio Manager 2012 Forecast Results & 2013 Forecast Projections 4.Canadian Dollar (vs USD) 2013 – Par to 90 cents 2012 – Around Par
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p. 14 Mark Jasayko, Portfolio Manager 2012 Forecast Results & 2013 Forecast Projections 5.Interest Rates 2013 – Higher 2012 – Higher
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p. 15 Mark Jasayko, Portfolio Manager 2012 Forecast Results & 2013 Forecast Projections 6.Gold 2013 – Higher 2012 – Higher
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p. 16 Mark Jasayko, Portfolio Manager 2012 Forecast Results & 2013 Forecast Projections 7.Oil 2013 – Flat 2012 – Flat
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p. 17 Mark Jasayko, Portfolio Manager 2012 Forecast Results & 2013 Forecast Projections 8.Natural Gas 2013 – Flat 2012 – Lower
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p. 18 Mark Jasayko, Portfolio Manager 2012 Forecast Results & 2013 Forecast Projections 9.Food Commodities 2013 – Higher 2012 – Higher
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p. 19 Mark Jasayko, Portfolio Manager 2012 Forecast Results & 2013 Forecast Projections 10. Canadian Real Estate 2013 – Lower 2012 – Lower
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p. 20 Mark Jasayko, Portfolio Manager Our Current Average Portfolio Allocation February 2013
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p. 21 Let’s see what we are currently holding in our Canadian Asset Class Fund for our clients … Mark Jasayko, Portfolio Manager
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p. 22 Let’s see what we are currently holding in our Canadian Asset Class Fund for our clients … Mark Jasayko, Portfolio Manager
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p. 23 Let’s see what we are currently holding in our Canadian Asset Class Fund for our clients … Mark Jasayko, Portfolio Manager
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p. 24 Let’s see what we are currently holding in our Canadian Asset Class Fund for our clients … Agrium Bank of Montreal Bank of Nova Scotia CIBC CN Rail Canadian Oil Sands Canadian Tire Encana Enbridge Goldcorp Loblaws Manulife Royal Bank SNC Lavalin Shaw Shoppers Drug Mart Suncor Tim Hortons Yamana Gold Mark Jasayko, Portfolio Manager
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p. 25 Conclusion Richardson GMP -Largest non-bank-owned Investment Dealer in Canada -With $14.5 billion in assets -#1 Firm in Canada for Servicing High Net Worth Clients McIver Wealth Management Consulting Group –Established 13 years ago –Moved from a bank-owned firm and founded Richardson GMP in Vancouver 8 years ago –Provide all clients with Discretionary Portfolio Management –Also, a complementary competency in Wealth Management
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p. 26 Performance
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p. 27 Disclaimer The opinions expressed in this report are the opinions of the authors and readers should not assume they reflect the opinions or recommendations of Richardson GMP Limited or its affiliates. Assumptions, opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results. Richardson GMP Limited, Member CIPF Richardson is a trade-mark of James Richardson & Sons, Limited. GMP is a registered trade-mark of GMP Securities L.P. Both used under license by Richardson GMP Limited.
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