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Sustainable Wealth Management Framework by Michel Labbé

Learn from Michel Labbé, President and CEO, about a framework for managing wealth. Discover strategies and insights for sustainable wealth management practices that can help you secure and grow your assets over time. Explore various investment options and financial management techniques to optimize your wealth growth.

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Sustainable Wealth Management Framework by Michel Labbé

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  1. The Beginnings of a Framework to Manage WealthPresented by Michel Labbé, President and CEO

  2. Example: Options for Homes Housing Model Condominium Corporation Architect, Engineer etc. Members become condominium owners Development Consultant CO-OP Developers Wealth Holding Non-Profit Other Consultants Contractor Deltera

  3. Out-Competing the Private SectorExample: 660 sq. ft. 1-Bed Suite Your cost/total cost $270,000 Profit $40,000 Marketing Commission & Soft Costs $50,000 Options Contribution $15,000 Low-end-of-market value $218,500 Your cost $190,000 Contingency $5,000 Pool, Sauna, etc. $15,000 Marketing Commission & Soft Costs $30,000 Building Costs $140,000 Building Costs $140,000 Land $25,000 Land $15,000 Private Developer Options For Homes

  4. Potential for One Country • Canadian capacity of 20,000 housing units per year • Creates surplus of $400,000,000 per year

  5. Example: Options for Green Energy Business Model Members Pool Development Consultant Green Energy CO-OP Wealth Holding Non-Profit Surplus Engineer, Consultants, etc. Contractor: Builds/Installs Components

  6. Options for Green Energy Financing Strategy

  7. Community Wealth Non-Profit: 5 Stakeholder groups Social Enterprises: CSI Development Groups: T.R.E.C. Windfall Green Energy Co-ops: Solarshare Pukwis Queen St. Co-operative Sector: Credit Unions Name Individuals: ????? 0 to 4 members in a group = 1 CWF board member. 5 to 9 members in a group = 2 CWF board members. 10 + members in a group = 3 CWF board members.

  8. Community Wealth Non-Profit • Distribution of resources • At least 60% back to the originating sector (with 50% back to the region of origin) • At least 30% to other non-profit social enterprises • Up to 10% to capacity building and educations

  9. We’ll Get There ThroughBalance and Fairness Thank you

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