Assante Team
Helping our clients
gain financial confidence
Steve Willems January 11, 2021 Webcasts

Upcoming Wealth Matters Webcast

We invite you to attend 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 of CI Multi-Asset Management.

In this webcast, Marchello will set the stage for CI Multi-Asset Management’s 2021 market outlook and announce upcoming changes to the Evolution Private Managed Portfolios’ asset mix that will allow his team to make tactical adjustments and capitalize on growth opportunities.

Webinar details:

  • Date: Wednesday, January 13
  • Time: 10 a.m. PST
  • Access the webcast online

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We hope you will be able to join us.