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 […]
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. 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 of Sales and Wealth Services at CI Assante Private Client, and will feature […]
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session is presented by Stephen Lingard, Senior Portfolio Manager and Head of Investment Research at CI Multi-Asset Management, and hosted by Gordon Gouinlock, Senior Vice-President of Sales and Wealth Services at CI Assante Private Client. In this webcast, […]
We invite you to attend 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, Portfolio Manager and Global Strategist of CI Global Asset Management. In this webcast, Drummond will discuss: What […]
On Thursday November 18th at 11am, team member Jacqueline Ozdemir will be running a one hour Financial Education Webinar via Zoom. This webinar will provide a review of some of our webinars that were hosted throughout the year and will cover a range of topics including: Overview of financial accounts How to save for a child’s […]
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