We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be presented by estate planning specialists from CI Assante Private Client’s Wealth Planning Group. In this webcast, they will cover: Tips to minimize personal income taxes for you. Items requiring action prior to the end of […]
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Dr. Greg Wells, a health and high performance expert. He has dedicated his career to studying the science of human limits and developing practical strategies to help individuals and organizations perform at their […]
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be presented by estate planning specialists from Assante’s Wealth Planning Group Management. In this webcast, they will discuss: Important factors in the planning and execution of a will The role of the executor and what to […]
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Gordon Gouinlock, Senior Vice-President, Sales and Wealth Service, CI Assante Private Client and will feature Kevin McSweeney, Senior Vice-President, Portfolio Manager & Lead – Canadian Equities at CI Global Asset Management. In this […]
We invite you to attend our FHSA webinar, where we’ll be covering everything to know on the FHSA. This includes FHSA benefits, contribution room, timelines, review real case studies and expert insights. This session will be hosted by Jacqueline Ozdemir, Financial Advisor. Webinar details: Date: Thursday, September 14, 2023 Time: 3:30pm ET Register here
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Gordon Gouinlock, Senior Vice-President, Sales and Wealth Services, and will feature Brent Steele, Vice-President, Wealth Planning. In this webcast, Brent will discuss: How does the new First Home Savings Account (FHSA) work? What […]
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Gordon Gouinlock, Senior Vice-President, Sales & Wealth Services, CI Assante Private Client and will feature Kevin McSweeney, Senior Vice-President, Portfolio Manager & Head of Canadian Equities, CI Global Asset Management. In this webcast, […]
Learn how to navigate financial markets and plan your retirement income in 2023, with David De Pastena, Vice President of National Accounts and Portfolio Solutions at Dynamic Funds. David De Pastena has over 21 years of experience working in client advice and institutional asset management. David is a CFA charterholder and holds the CMT, CAIA, […]
In light of recent market volatility, we invite you to attend a special occurrence of our Assante Wealth Matters webcast, providing timely investment and global market updates. Hosted by Gordon Gouinlock, Senior Vice-President, Sales & Wealth Services, Assante Private Client and will feature Robert Swanson, Senior Vice President, Head of Global Equity Strategies, CI GAM […]
In light of recent market volatility, we invite you to attend a special occurrence of our Assante Wealth Matters webcast, providing timely investment and global market updates. Hosted by Gordon Gouinlock, Senior Vice-President, Sales and Wealth Services for CI Assante Private Client, this session will feature Stephen Lingard, Senior Portfolio Manager and Head of Investment […]
