Join us on Thursday, June 24th, where we will review everything you need to know about Registered Education Savings Plans. We’ll cover important topics, including: How to maximize government grants How to invest in an RESP account How to withdraw from an RESP account What are your options if the beneficiary does not use all […]
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 Alexandra Gorewicz, Vice- President and Head of Rates at CI Global Asset Management. In this webcast, Alexandra will provide: An […]
Join us on Tuesday April 27 at 10am EST as we review the recently released 2021 Federal Budget and the impact it has on businesses, your investments, and tax planning. This webinar will be hosted by our team alongside Wilmont George Jr. Vice- President, Tax, Retirement and Estate Planning at CI Global Asset Management Inc. […]
With world health and climate change on the forefront of many news articles these days, Socially Responsible Investing is becoming more and more popular. Terms like ‘Environmental’, ‘Social’ and ‘Governance’ are making noise in the investment industry as investors are seeking solutions that align their personal values with their investment portfolios. In this webinar, we […]
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’ […]
Did you know that 51% of Canadians don’t have a Will, and only 35% say they have one that is up to date.[1] By not having a Will or having an outdated one, your final intentions could go unactioned, leaving loved ones without the inheritance you had planned for them. Wills are not just for […]
In addition to providing you with a recap of the financial markets year to date, we would also like to invite you to our Wealth Matters webcast, providing timely investment and global market updates and outlook. This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Marchello Holditch, […]
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 Assante Private Client and will feature Peter Hofstra, Chief Investment Officer and Senior Portfolio Manager of Harbour Advisors. In this webcast, Peter will give an overview of the […]
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 Assante Private Client and will feature Marchello Holditch, Vice-President and Portfolio Manager of CI Multi-Asset Management. In this webcast, Marchello will provide a mid-year review of the investment […]
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