Assante Team
Helping our clients
gain financial confidence
Steve Willems October 6, 2020 Webcasts

Upcoming Wealth Matters Webcast

We’d like to invite you to our Wealth Matters webcast, providing timely investment and global market updates.

This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Marchello Holditch, Vice-President and Portfolio Manager at CI Multi-Asset Management.

In this webcast, Marchello will give clients an update on recent changes to the investment team and portfolio positioning, as well as:

  • The team’s macro market and economic outlook
  • Current portfolio positioning
  • The benefits a well-balanced, income-focused mandate can bring to your portfolio, including increased flexibility and downside protection
  • Alternative investment strategies and why they’re increasing their allocations to the asset class as part of their asset mix review.

Webinar details:

  • Date: Tuesday, October 13
  • Time: 10 a.m. PST
  • Access the webcast online

We hope you will be able to join us.


Missed the Webinar? ACCESS THE PLAYBACK