Assante Team

Helping our clients
gain financial confidence

Webcasts

Upcoming Wealth Matters Webcast

Webcasts | Jan 11, 2021

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…

State of the Markets Webinar Series from Brad & Steve Willems

What’s on Your Mind?

Webcasts | Nov 6, 2020

As Wealth Advisors, our team is always looking for ways to help bring clarity amidst confusion, and to ultimately help you focus on the critical intersection of 1) things that matter and 2) things that you can control. Ever since 2008, one of our staple events has been our State…

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…