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TITLE: Wealth Matters Market Update - June 24, 2020 Start Date:$-[WCStartDate]-$
Start Time:$-[WCStartTime]-$ $-[WCStartTimeZone]-$ Duration:$-[WCRuntimeDuration]-$ SUMMARY:
This webcast will be hosted by Damon Sutherland, Senior Vice-President, Sales & Wealth Services of Assante Private Client, a division of CI Private Counsel LP.
Speakers
Damon Sutherland Senior Vice-President CI Assante Private Client As Senior Vice-President, Sales & Wealth Services at CI Assante Private Client and Stonegate Private Counsel, Damon leads and coordinates the firm’s multi-disciplined sales and wealth planning professionals who provide support to Assante and Stonegate advisors and their clients. His focus is on the effective delivery of our practice-oriented service teams that work alongside advisors to enhance their service offering and help deliver a truly comprehensive client experience. Damon has 17 years of investment industry experience. He joined Assante in 2003 and transitioned to a sales role at CI Investments in 2005. From 2008 to 2017, Damon was Vice-President of Sales at CI, working with Assante advisors to help them grow and enhance their businesses. Damon holds an Honours Bachelor of Commerce degree from the University of Guelph.
Malcolm White Vice-President, Portfolio Management and Portfolio Manager Signature Global Asset Management Malcolm White, Vice-President, Portfolio Management and Portfolio Manager, specializes in the technology, media and telecommunications sectors. Starting his career as a software developer, Mr. White has over 21 years of investment experience. He has consistently been voted as one of Canada’s top 50 money managers in the Brendan Wood survey. He recently completed a part-time program in artificial intelligence at a local Toronto university, where, for his capstone project he created a machine-learning application that reads financial transcripts and automatically determines investor sentiment. He holds a Bachelor of Arts from Queen’s University.
Jeremy Yeung, CFA Vice-President, Portfolio Management and Portfolio Manager Signature Global Asset Management Jeremy Yeung, Vice-President, Portfolio Management and Portfolio Manager, specializes in the global technology sector. His responsibilities include security selection and trade execution for the technology stocks in the equity portfolios. Prior to joining Signature in 2007, Mr. Yeung was an investment analyst at Investors Group Investment Management, where he was the technology sector analyst. He began his career at Merrill Lynch in the corporate finance and taxation department. Mr. Yeung holds a Bachelor of Administrative and Commercial Studies from the University of Western Ontario as well as the Chartered Financial Analyst designation.
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Wealth Matters Market Update - June 24, 2020
Registration Is Closed
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