TORONTO, Aug. 3 /CNW/ - Assante Wealth Management announced today that the next edition of The Game Plan webcast, featuring Epoch Investment Partners Inc., will be held on Thursday, August 5 at 2 p.m. Eastern Time.
Epoch is a New York-based investment firm that manages more than US$12 billion in assets around the globe. The team of investment professionals is led by Wall Street veteran William Priest, who has more than 45 years of investment management experience.
During the webcast, Mr. Priest will share his current economic and market outlook and the strategic and tactical steps that his investment team is taking in managing the mandates for United Financial and CI Investments. The webcast will also provide a discussion of some of the most promising investment opportunities that Epoch is uncovering in the markets today.
Assante is committed to providing clients with timely investment information on an ongoing basis through The Game Plan webcasts.
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 more than $20 billion in assets for clients nationwide.
The United Financial 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 July 31, 2010. 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