Assante Team
Helping our clients
gain financial confidence
Brad Willems March 17, 2020 Markets

COVID-19: Here to help

The continued spread of Coronavirus (COVID-19) in Canada and around the world has understandably raised concerns for you and your families. At Assante, the well-being of our valued clients and employees is of the deepest concern to us. We want you to know that your safety will remain our top priority as this situation continues to evolve.

Helping you stay protected.

We continue to monitor the situation closely and are following the latest guidance from local, provincial and federal health authorities, including the Public Health Agency of Canada, to ensure that our practices are aligned with the latest recommendations.

Connect with us your way.

We are prepared to do everything we can to ensure your experience continues uninterrupted. While we will be limiting face-to-face meetings in the office, there are a variety of other flexible ways to connect with us to ensure your needs are met safely.

Book a Virtual Review

Brad and Steve are available to conduct 30 minute reviews by either phone or web-meeting (Zoom).

Book a Virtual Review with Brad

Book a Virtual Review with Steve

Call the Office

Lorraine, Debbie and Sandy on the Client Service Team will be on the front-line, assisting you with any administrative and tax-related queries.  Reach them at 604-859-4323.

Send an Email

In the event that further quarantine measures are required, all team members can be reached at their email addresses:

  • Brad – bwillems@assante.com
  • Steve – swillems@assante.com
  • Client Service Team – willemswealth@assante.com

We’ll keep you informed.

We are committed to keeping our lines of communication open to inform you of the latest developments. If you need us, we’re here to help. Our broader Assante team will be hosting weekly calls with CI Investments’ top portfolio managers over the next few weeks.

The sessions will be hosted in a live call format so we can provide the latest updates. A summary of the call will be provided afterwards, and available for replay here on this website.  As you may wish, please mark your calendar with the upcoming Wealth Matters weekly market updates:

  • Wednesday, March 18 at 10am
    • Matthew Strauss, Vice President of Signature Global Asset Management and Alexandra Gorewicz, Vice-President at Signature and Head of Rates
    • Toll-free (Canada/U.S.): 1-800-898-3989  /  Participant passcode: 2200237#

Listen to the Replay

  • Wednesday, March 25 at 10am
    • Marchello Holditch, Vice President at CI Multi-Asset Management and Sean Etherington, President at Assante Wealth Management
    • Toll-free (Canada/U.S.): 1-800-806-5484  /  Participant passcode: 3729077#

Listen to the Replay

  • Wednesday, April 1 at 10am

Call-in details will be posted here on this website when they become available.

What about taxes?

While the CRA has not officially extended their tax filing deadline, your health remains our priority.  If Lorraine files your taxes, please delay dropping off applicable tax documents until April 1. She will ensure that it will still be completed prior to the deadline. If you have already dropped off your package, she will process and advise accordingly.

We understand this is an uncertain time for everyone and we are here to continue to support you, whatever your needs may be.

Take care,

 

 

Willems Wealth Planning Group
Assante Financial Management Ltd.