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TITLE: Wealth Matters - September 10, 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.
Peter Hofstra, CFA Senior Vice-President, Co-Head of Equities - Research Harbour Advisors Peter Hofstra joined CI Global Asset Management in July 2017 as Senior Portfolio Manager. Peter brings to the team a depth of experience in both investment management and company management. Immediately prior to joining CI, Mr. Hofstra was Chief Investment Officer and Managing Director of Investment Research at Manitou Investment Management, a firm that focuses on private client and institutional money management. He was also a co-founder of a clean technology investment LP, which was acquired by Manitou. Prior to that, Mr. Hofstra was a portfolio manager at a large mutual fund company where he co-managed a U.S. equity fund and was lead manager of a science and technology fund. He has a B.Sc. in Chemistry and a PhD in Engineering Physics. Before joining the investment industry, he spent eight years with a technology firm, initially serving as a Senior Scientist and eventually becoming the Vice-President of Research and Development reporting directly to the CEO. Mr. Hofstra holds the Chartered Financial Analyst (CFA) designation.
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Wealth Matters - September 10, 2020
Registration Is Closed
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