Assante Team
Helping our clients
gain financial confidence
Steve Willems April 27, 2020 Markets

Weekly Update: April 27, 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 30 at 1:00pm – REGISTER NOW

2) Giving Crisis New Meaning: Video Interview

The COVID-19 pandemic has affected every sphere of personal, social and professional life, and the non-profit sector is no exception. In this conversation, Brad Willems interviews Tom Berekoff, Founder of tpb strategic counsel – for his perspective on how donors can respond and participate in crafting solutions to today’s challenging times.

In this video, you will hear:

  • The role of guilt in philanthropy through crisis (0.46)
  • How to view generosity in a season like this, as a donor? (1.49)
  • How to become more disciplined in our charitable practices (4.36)
  • Why the non-profit sector will innovate their way out of this crisis (7.14)
  • Ways that our Assante Abbotsford office is coming alongside local causes like Big Brothers Big Sisters and the Abbotsford Community Foundation (8.57)
  • The three big questions every donor should be asking right now (12.01)

3) 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.