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.
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.
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.
Brad and Steve are available to conduct 30 minute reviews by either phone or web-meeting (Zoom).
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.
In the event that further quarantine measures are required, all team members can be reached at their email addresses:
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:
Call-in details will be posted here on this website when they become available.
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.
Willems Wealth Planning Group
Assante Financial Management Ltd.