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Wealth Matters
Insights and strategy from our highly respected portfolio managers
A wealth planning presentation from the experts at United Financial
At Assante, we are committed to providing clients with timely investment and wealth planning information on an ongoing basis. Through our relationships with some of the most seasoned and respected portfolio managers in Canada and around the world, the Wealth Matters (formerly The Game Plan) webcasts give participants regular access to valuable insights and expertise directly from the teams managing the United Financial portfolio solutions. Investments are just one element of the comprehensive range of services that we offer to meet your evolving requirements.
The Wealth Matters webcasts also offer you direct access to an informative wealth planning presentation by an expert from United Financial. Your advisor has access to United Financial’s multi-disciplinary group of accountants, lawyers, and financial planners, who are available to work with your advisor and other professionals to serve your needs.
We want you to be confident knowing your investments are in good hands. With Wealth Matters, you can learn more about the opportunities our portfolio managers are seeing in the market and some of the strategies they are implementing on your behalf. And you can gain valuable insights from our wealth planning experts.
Wealth Matters library
| This session offered a portfolio manager's perspective on the global economic landscape from Brandon Snow of Cambridge Advisors, and valuable information on income splitting and other tax savings strategies for you to consider from one of United Financial's wealth planning experts.
Listen to the full webcast here |
| This session offered a portfolio manager’s perspective on the global economic landscape with Rehan Chaudhri of Altrinsic Global Advisors, and valuable tips on claiming medical expenses and charitable donations from one of United Financial’s wealth planning experts.
Listen to the full webcast here. Listen to the wealth planning portion of the presentation here. |
2011-08-09 – Special Edition Wealth Matters webcast – Perspectives on the Markets – with Signature Global Advisors
| This session offered a portfolio manager’s perspective on the U.S. economic landscape with Aaron Clarke of Tetrem Capital Management Ltd, and a look at Canada Pension Plan changes with United Financial’s wealth planning experts.
Listen to the full webcast here Listen to the wealth planning portion of the presentation here |
2011-05-05 – Strategies and important considerations when dealing with estate planning and the family cottage
This is intended solely for information purposes. It is not a sales prospectus, nor should it be construed as an offer or an invitation to take part in an offer. The United Financial brand of solutions are managed by CI Investments Inc. ("CI"). Neither CI, nor its affiliates, or their respective officers, directors, employees or advisors are responsible in any way for damages or losses of any kind whatsoever in respect of the use of this information. United Financial and/or United Financial and design are trademarks of CI Investments Inc. These commentaries reflect the views of the portfolio managers and do not necessarily reflect the views of CI.
