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.
What You Will Learn
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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.
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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
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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.
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4. Watch the Recording
Meet the Panelists
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
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 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.
