Assante provides timely investment and wealth planning information through Wealth Matters webcast
TORONTO, Oct. 31, 2011 /CNW/ - Assante Wealth Management announced today that its fourth quarter Wealth Matters webcast will be held on Thursday, November 3 at 2 p.m. Eastern Time.
During this session, Rehan Chaudhri, Principal and Portfolio Manager of Altrinsic Global Advisors LLC, will share his views on the global economic landscape, and outline some of the considerations his team is taking into account in navigating the volatile markets. Based in Greenwich, Conneticut, Altrinsic follows a fundamental value approach in which the team seeks out high-quality undervalued international companies.
During the second part of this webcast, one of United Financial's wealth planning experts, Michelle Connolly, will discuss timely year-end tax tips for claiming medical expenses and charitable donations.
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 800 advisors who oversee more than $23 billion in assets for clients 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 $88.5 billion in fee-earning assets as of September 30, 2011. CI is on the Web at www.ci.com/cix.For further information: