Assante Wealth Management offers economic and market update through The Game
Plan webcast
TORONTO, Nov. 2 /CNW/ - Assante Wealth Management announced today that the next edition of The Game Plan webcast, featuring Trilogy Global Advisors, LLC, will be held on Thursday, November 4 at 2 p.m. Eastern Time.
Trilogy is a New York-based firm that manages global equity, balanced and income-oriented portfolios. The team of 18 investment professionals is led by Chief Investment Officer William Sterling, who has 24 years of Wall Street experience.
During the webcast, Mr. Sterling 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 on managing risk in a slow recovery environment and highlight some of the most promising investment opportunities that Trilogy 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 $22 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 $90.9 billion in fee-earning assets as of October 31, 2010. CI is on the Web at www.ci.com/cix.
For further information:
Murray Oxby
Director, Communications
(416) 681-3254
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