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BE WELL INFORMED

We are committed to providing clients with timely information on investments, wealth planning and our community. Through articles, calls, webcasts and more, you can:

Decode current market events and how they impact your investments

Discover the trends we believe are creating opportunities—and risks

Gain insight into important wealth management topics

Stay informed and invest with confidence

COVID-19, WEALTH PLANNING

COVID-19 Economic Response Plan

The federal government has enacted several measures aimed at stabilizing the economy as a result of COVID-19. 
 

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COVID-19

Estate planning during Covid-19

The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning.
 

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CHARITABLE GIVING

CI Assante Private Client Partners with CAGP for 5th Year in a Row on Strategic Philanthropy

For the 5th year in a row, CI Assante Private Client is the Premier Sponsor of the Canadian Association of Gift Planners’ (CAGP) National Conference on Strategic Philanthropy.
 

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Flatten the curve: go paperless

We all know the importance of social distancing. And we all have a part to play.

 

Email is a crucial means of communication between clients and advisors. We are always looking for a convenient and secure solution for sharing our confidential communications and documents. Assante InvestorOnline is that solution. It's been designed to provide you and your Assante advisor with a secure and private communication gateway, and around-the-clock access to important information about your account.

 

Secure communication

You can communicate directly with your advisor knowing that your information will be kept private and safe.

 

Easy to use

Easily navigate through your account balances, transaction history and reporting details at your convenience.

 

Go paperless

Receive important documents and statements digitally, to help preserve the environment and protect both our postal workers and you.

 

Providing you with an online experience to oversee your accounts and more, any time, day or night is part of our committment to delivering complete financial advice. To register, please visit the link below.

 

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WEALTH MATTERS MARKET UPDATES

 

June 29 at 1 p.m. EDT

Our upcoming Wealth Matters webcast will be hosted by Damon Sutherland, Senior Vice-President at CI Assante Private Client and will feature Marchello Holditch, Vice-President and Portfolio Manager of CI Global Asset Management. In this webcast, Marchello will discuss:

  • Current market trends and portfolio updates
  • The benefits of having a diversified portfolio in times of uncertainty
  • How these factors come together through his team’s multi-asset investment process.

Register today!

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