TITLE: Wealth Matters

SUMMARY

Join us for our session of Wealth Matters on Wednesday, March 12 at 2 p.m. E.D.T. Hosted by Damon Sutherland, Senior Vice-President at Assante Private Client, this webinar will feature Peter Hofstra, Chief Investment Officer, Harbour Advisors and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management as they discuss.

-  What recent market turbulence means for their outlook of the broader investment landscape

-  Why active management and a balanced portfolio are critical to remaining opportunistic.


Speakers

Damon Sutherland

Senior Vice President

CI

As Senior Vice-President, Sales & Wealth Services at 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