Assante Team
Helping our clients
gain financial confidence
Steve Willems April 20, 2020 Markets

Weekly Update: April 20, 2020

As the COVID-19 situation continues to unfold, your Assante team remains here for you as the weeks and months progress. Let us share with you some updates on how we’ll continue providing support.

1) State of the Markets Web Calls

Our brief 30 minute Zoom Web Conference Call will continue on a weekly basis every Thursday at 1:00pm where we will share recent insights we’re hearing from portfolio management teams and stories from the past that we’ve been reflecting on that seem particularly relevant today.  The sessions will be led by Brad Willems and Steve Willems and will provide a platform to take your questions and engage in dialogue as a group.

Thursday, April 23 at 1:00pm – REGISTER NOW

2) Help us support front-line workers

Here at Assante, we’ve been investing in the Abbotsford community for over 30 years. This community needs support now more than ever. That’s why our office has chosen to donate $6,000 to the Abbotsford Community Foundation’s COVID-19 Emergency Relief Fund.

Through Steve’s work on the ACF Board of Directors, this flow through fund was established to provide immediate support to four front-line organizations facing increased demand for their services as a result of this crisis.  Join us in making a donation to this cause and provide relief to those who need it most in our community.

Make an Online Gift NOW

3) Wealth Matters Conference Calls

These calls piggyback on our broader Assante network across Canada and will bring in CI Investments’ top portfolio managers for direct access to client questions.  A summary of the call can always be made available if you are unable to join the live call.  This week, our session will feature Drummond Brodeur, Senior Vice President & Global Strategist at Signature Global Asset Management.

Listen to the Replay

Did you miss last week’s conference call with Marchello Holditch, Vice-President and Portfolio Manager at CI Multi-Asset Management?  Listen in to the replay here.

4) Book a Virtual Review

Our Assante Abbotsford Branch has officially closed as of Thursday, March 19, 2020. As such, there will be no face to face meetings. However, virtual meetings can be booked at your convenience directly with Brad or Steve through the following links:

Book a Virtual Review with Brad

Book a Virtual Review with Steve

Our Client Service Team continues to work from home and is here to support you. Be in touch if we can assist in any way.

Stay well,

 

 

Willems Wealth Planning Group
Assante Financial Management Ltd.