Assante Team
Helping our clients
gain financial confidence
Steve Willems March 30, 2020 Markets

Weekly Update: March 30, 2020

As a part of our commitment to streamline communication into one single weekly post, please see these four ways to connect with us this week.

1) State of the Markets Web Calls

Join us for a brief 30 minute Zoom Web Conference Call where we will share recent insights we’re hearing from portfolio management teams, and/or stories from the past that we’ve been reflecting on that seem particularly relevant today.  The sessions will be led by Brad Willems and/or Steve Willems and will provide a platform to take your questions and engage in dialogue as a group.

2) Watch the Health & Wealth Interview

In this conversation, Brad Willems interviews Dr. Dave Currie – Marriage & Family Therapist with Doing Family Right – for his insights on specific tools to help you manage your way through these scary times.

In the video, you will hear:

  • Healthy ways to deal with the loss of routine
  • The financial silver linings found in the midst of this crisis
  • The warnings signs of physiological wear and tear
  • How “filter failures” can feed the stress monster, and how to break that cycle
  • The importance of trusting trusted voices
  • How tough times can help make us better people
  • The importance of a proactive wealth advisory team

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 we will hear from Peter Hofstra, of Harbour Advisors.

Listen to the Replay

Did you miss last week’s conference call with Marchello Holditch, Vice President 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 team is here to support you, and will continue to do our best to help support good decision making in this difficult time.

Take care & talk soon,

 

 

Willems Wealth Planning Group
Assante Financial Management Ltd.