Assante Team

Helping our clients
gain financial confidence


Upcoming Wealth Matters Webcast

Webcasts | Oct 6, 2020

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…

Dealing with Debt: Interview with Denise Carroll-McLean

Webcasts | Apr 28, 2020

The COVID-19 crisis has forced many families into a precarious cash flow position, forcing a necessary review of their current debt service obligations.  In this conversation, Steve Willems interviews Denise Carroll-McLean, Mortgage Expert with Dream Approved Mortgages  – for her perspectives on what opportunities exist for households in dealing with…

Giving Crisis New Meaning: Interview with Tom Berekoff

Webcasts | Apr 20, 2020

The COVID-19 pandemic has affected every sphere of personal, social and professional life, and the non-profit sector is no exception. In this conversation, Brad Willems interviews Tom Berekoff, Founder of tpb strategic counsel – for his perspective on how donors can respond and participate in crafting solutions to today’s challenging…

Government to the Rescue: Interview with Cheryl Norton

Webcasts | Apr 9, 2020

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…