TORONTO, Jan. 25 /CNW/ - Assante Wealth Management announced today that the next edition of The Game Plan webcast, featuring portfolio management teams Altrinsic Global Advisors and Signature Global Advisors, will be held on Thursday, February 4 at 2 p.m. Eastern Time.
Presentations will be given by James Dutkiewicz, Vice-President and Portfolio Manager of Toronto-based Signature, and John Hock, Chief Investment Officer for Altrinsic, which is headquartered in Stamford, Connecticut. Signature manages about $23 billion in various equity and fixed-income mandates, and Altrinsic manages about $10 billion in global equities using a value approach. Both managers will talk about their current outlook and the strategic and tactical steps that their investment teams are taking to manage the United Financial portfolio solutions, which are available exclusively to Assante clients. The webcast will also provide a discussion of the investment opportunities that the managers are uncovering in the Canadian and global markets in 2010.
Assante is committed to providing advisors and clients with timely investment information on an ongoing basis through The Game Plan webcasts, giving participants regular access to valuable insights and expertise directly from the teams managing the investments in the United Financial portfolios.
The webcast is accessible by visiting www.assante.com and clicking on The Game Plan. Investors 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 over $20 billion in assets for its clients and their families nationwide.
The United Financial brand of solutions - Evolution Private Managed Accounts, Optima Strategy, Institutional Managed Portfolios and Artisan Portfolios - 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 $88.8 billion in fee-earning assets as of December 31, 2009. CI is on the Web at www.ci.com/cix.
SOURCE ASSANTE WEALTH MANAGEMENT
For further information: For further information: Murray Oxby, Director, Communications, (416) 681-3254