Tag Archives: Portfolio Management

Portfolio Construction – Beware the Ides of March

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Social distancing measures have undoubtably reduced the spread of COVID19 and saved lives, but have also had a significant impact on economic activity. As part of their May Portfolio Construction Update commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, discuss more on this and […]

Wealth Matters Monthly Market Updates – Wednesday, April 15 at 1PM EDT

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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, […]

Wealth Matters Monthly Market Updates – Wednesday, April 8 at 1PM EDT

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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 […]

    Ferguson Financial Planning | CI Assante Wealth Management
    350 Burnhamthorpe Road West, Suite 500 Mississauga, ON L5B 3J1
    905-277-7933
    1-800-265-4658