We’d like to invite you to our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Damon Sutherland, Senior Vice-President at CI Assante Private Client and will feature: Drummond Brodeur, Senior Vice- President and Global Strategist at CI Global Asset Management Jeff Elliott, Vice- President and Portfolio Manager […]
This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Marchello Holditch, Vice- President and Portfolio Manager of CI Multi- Asset Management. In this webcast, Marchello will set the stage for CI Multi- Asset Management’s 2021 market outlook, and announce upcoming changes to the Evolution Private Managed Portfolios’ […]
The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. The barrage of news headlines about the health crisis and forced time at home have understandably led individuals to more thoughtfully consider the plans they have in place or plans they would like to implement. Legal professionals throughout […]
We would like to invite you to our weekly Wealth Matters webcast, providing timely global market updates through the COVID-19 pandemic. This week’s session will be hosted by Damon Sutherland, Senior Vice-President of Assante Private Client, and will feature Peter Hofstra, Chief Investment Officer and Senior Portfolio Manager at Harbour Advisors. Peter will share his […]
We would like to invite you to a special investor webinar on COVID-19 from the standpoint of both health and wealth. This webinar will feature two experts on health care and capital markets: Jeff Elliott, Vice-President, Portfolio Management and Portfolio Manager, Signature Global Asset Management Sandy McIntyre, Capital Markets Strategist This interactive session will allow […]
We would like to invite you to our weekly Wealth Matters webcast, providing timely global market updates through the COVID-19 pandemic. This week’s session will be hosted by Damon Sutherland, Senior Vice-President of Assante Private Client. Our featured speakers are: Sean Etherington, President at Assante Wealth Management Drummond Brodeur, Senior Vice-President and Global Strategist of […]
We’d like to invite you to our Wealth Matters webcast, providing timely updates on what’s happening in global markets through the COVID-19 pandemic. Our session will be hosted by Damon Sutherland, Senior Vice-President at CI Assante Private Client and will feature Marchello Holditch, Vice-President and Portfolio Manager at CI Multi-Asset Management. Webinar details: Date: Wednesday, […]
We’d like to invite you to our weekly Wealth Matters webcast, providing timely updates on global markets and wealth planning strategies. This week’s session will be hosted by Damon Sutherland, Senior Vice-President of Assante Private Client. Our featured speakers are: Sean Etherington, President at Assante Wealth Management Bob Swanson, Principal & Portfolio Manager at Cambridge […]
The Liberal Government has approved reducing the minimum withdrawal rate for registered retirement income funds (RRIFs) and life income funds (LIFs) by 25% for 2020. This is a one-time opportunity and won’t likely be available after 2020. What does it mean to you? Immediate Tax Savings for 2020… due to reduced RRIF/LIF income. Enhanced Tax […]
We’d like to invite you to our Wealth Matters weekly market update, providing timely commentary on where we are and what lies ahead in the current investment landscape. This week’s Wealth Matters market update will be hosted by Damon Sutherland, Senior Vice-President of Assante Private Client, and will feature Sean Etherington, President of Assante Wealth […]
