We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be presented by Gordon Gouinlock, SVP, Sales & Wealth Services, CI Assante Private Client, a division of CI Private Counsel LP, CI Assante Wealth Management, and Marc-Andre Lewis, Vice President and Chief Investment Officer, CI Global Asset […]
Register Here Markets are evolving faster than ever—and investors are watching closely. From the rise of artificial intelligence to interest rate decisions, U.S. election outcomes, and housing market shifts, today’s headlines are shaping tomorrow’s investment decisions. We invite you to join us for a timely and engaging session hosted by Omar Leheta, Financial Advisor, Assante […]
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be presented by John Christensen, Regional Vice-President, Wealth Planning of CI Assante Private Client, and Dilmini Bonas, Regional Vice-President, Wealth Planning of CI Assante Private Client. In this webcast, they will cover: Common pit falls to […]
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be presented by Gordon Gouinlock, Senior Vice-President of Sales and Wealth Services at CI Assante Private Client and CI Private Wealth and Marc-André Lewis, President and Chief Investment Officer, CI Global Asset Management. In this webcast, […]
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 […]
