Assante provides timely investment and wealth planning information through Wealth Matters webcast
TORONTO, July 25, 2012 /CNW/ - Assante Wealth Management announced today that its next Wealth Matters webcast will be held on Thursday, August 2 at 2 p.m. Eastern Time.
The session will begin with a discussion of some of the most common misconceptions about debt protection led by one of Assante Estate and Insurance Services' experts, Troy Rumpel. He will outline myths and facts about bank mortgage and loan insurance and identify important points that many Canadians should consider as part of their insurance planning.
During the second part of this webcast, Geof Marshall, Vice-President, Portfolio Management and Portfolio Manager at Signature Global Advisors, will offer an update on the high-yield bond market and highlight some of the investment opportunities that the Signature team is uncovering in the current market environment.
Signature Global Advisors manages core equity, balanced and income-oriented funds, and is CI Investments' largest in-house portfolio management group. The team of 32 investment professionals, led by Chief Investment Officer Eric Bushell, manages over $34 billion.
Assante is committed to providing its advisors and their clients with timely investment and wealth planning information on an ongoing basis through the quarterly Wealth Matters webcasts.
The webcast is accessible by visiting www.assante.com and clicking on Wealth Matters. Participants may submit questions by e-mail during the webcast.
About Assante Wealth Management
Assante Wealth Management is one of the largest Canadian professional services firms in wealth management, supporting more than 900 advisors who oversee $22 billion in assets for clients and their families nationwide.
The United Financial solutions - Evolution Private Managed Accounts and Optima Strategy - are managed by CI Investments Inc. and are available exclusively through Assante advisors. For high net worth clients with more complex wealth planning needs, Assante offers the Private Client Managed Portfolios through the United Financial division of CI Private Counsel LP. Assante is on the Web at www.assante.com.
Assante is a subsidiary of CI Financial Corp. (TSX: CIX), an independent, Canadian-owned wealth management firm with approximately $93.7 billion in total assets as of June 30, 2012. CI is on the Web at www.ci.com/cix.
SOURCE: Assante Wealth ManagementFor further information: