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