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
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.
SOURCE Assante Wealth Management
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