Three weeks ago, it was hard to imagine a time where a state of quarantine, physical distancing, and an economy on pause seemed normal. But that is where we find ourselves – in this new normal. And as we all reorient our lives, routines and plans, we’re calling this phase “The End of the Beginning” (with a nod to Winston Churchill’s famous 1942 quote).
Clearly we’re not out of the woods yet, but the initial shock and reaction to the pandemic seems largely behind us. As you may wish, stay connected this week in any of the following methods.
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 Steve Willems and will provide a platform to take your questions and engage in dialogue as a group.
Governments at all levels have responded in a big way to the onset of the COVID-19 pandemic, and the constant barrage of announcements can become overwhelming. In this conversation, Steve Willems interviews Cheryl Norton, Regional Vice President, Wealth Planning with Assante Private Client – for her review of the recent announcements and planning opportunities available to families and business owners.
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’ll hear from:
The call will take place at 10:00am on Wednesday, April 9, 2020. A playback will be made available.
Did you miss last week’s conference call with Peter Hofstra, Chief Investment Officer at Harbour Advisors? 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 Client Service Team continues to work from home and is here to support you. Be in touch if we can assist in any way.
Take care & talk soon,
Willems Wealth Planning Group
Assante Financial Management Ltd.