Wealth Matters & Covid-19 Updates

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Wealth Matters Weekly Market Updates

Stock markets continue to react to the ongoing uncertainty and governments are making new announcements each day. To keep you and your clients informed, we will be hosting weekly calls with CI Investments’ top portfolio managers over the next few weeks.

Please mark your calendar with our upcoming Wealth Matters weekly market updates:

  • Wednesday, April 8 at 1 p.m. EDT
  • Wednesday, April 15 at 1 p.m. EDT

These sessions will be hosted in a live call format so we can provide the latest updates.

Previous Calls

Wednesday, April 1 - We heard from Sean Etherington, President at Assante Wealth Management, and Peter Hofstra, Chief Investment Officer at Harbour Advisors. Peter provided us with an update to his economic and market outlook — Playback is now available

Wednesday, March 25 - We heard from Sean Etherington and Marchello Holditch, Vice-President at CI Multi-Asset Management. Marchello provided a deeper look at our Evolution and Private Client programs and how our portfolios are positioned to mitigate volatility and take advantage of future opportunities — Playback is now available

Wednesday, March 18 - We heard from Matthew Strauss, Vice-President of Signature Global Asset Management, and Alexandra Gorewicz, Vice-President at Signature and Head of Rates as they provided their insights on what's happening in the global markets, as well as interest rates and global bonds — Playback is now available

Thursday, March 12 - We heard from Peter Hofstra and Marchello Holditch as they provided their outlook of the broader investment landscape and why active management and a balanced portfolio are critical to remaining opportunistic — Playback is now available

COVID-19 Economic Response Plan

On March 18, Prime Minister Justin Trudeau announced a new set of economic measures aimed at stabilizing the economy during the COVID-19 pandemic. The measures provide up to $27 billion in direct support to Canadian workers and businesses and $55 billion in estimated tax deferrals.

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Canada and U.S. tax filing and payment deadlines

As governments react to the global pandemic, the daily changes may have you wondering how tax filing and payments are affected. Further to the COVID-19 Economic Response Plan, we have prepared summaries of revised dates for both Canada and the U.S.

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Key measures for businesses

With increasing self-isolation and government aid programs to compensate for income losses, how are business owners being affected? We have prepared summaries of key measures that will have the greatest impact for business owners.

> Read more

Help flatten the curve by going paperless

We all know the importance of social distancing. And we all have a part to play.

Email is a crucial means of communication between clients and advisors. We are always looking for a convenient and secure solution for sharing our confidential communications and documents. Assante InvestorOnline is that solution. It's been designed to provide you and your Assante advisor with a secure and private communication gateway, and around-the-clock access to important information about your account.

Features and benefits

Secure communication: You can communicate directly with your advisor knowing that your information will be kept private and safe.

Easy to use: Easily navigate through your account balances, transaction history and reporting details at your convenience.

Go paperless: Receive important documents and statements digitally, to help preserve the environment and protect both our postal workers and you.

Providing you with an online experience to oversee your accounts and more, any time, day or night is part of our committment to delivering complete financial advice.

To register, please visit our Assante InvestorOnline client portal.