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Wealth Matters Live webcast on Wednesday, February 11, 2015 at 3 p.m. AT

Published on: February 10th, 2015

As important as it is to stay on top of current market and economic information, it is equally critical that you are aware of the various wealth planning issues, risks and opportunities that you and your family could face now or in the future.

Our Wealth Matters series of webcasts offer you the perfect opportunity to gain timely investment and wealth planning knowledge on a regular basis. That’s why we’re inviting you to join us for the first quarter edition of the Wealth Matters Live webcast on Wednesday, February 11 at 3 p.m. AT.

This session will provide an insightful discussion on whether an employee of a company could, or should, incorporate and earn income through a corporation, led by Noel Perera, Regional Vice-President, Wealth Planning, United Financial, a division of CI Private Counsel LP. Join Noel as he discusses the advantages and disadvantages of incorporation for employees.

Following our wealth planning discussion, we will be joined by Brandon Snow, Principal and Co-Chief Investment Officer, Cambridge Global Asset Management. Brandon will discuss the current investment environment as well as the positioning of Cambridge’s Canadian equity mandate.

Instant replay detail

Playback number:   1 (888) 843-7419

Participant pass code: 3869 9486#                  Available until April 11, 2015 

Thank you for your interest in attending an Assante Hydrostone Financial Planning Event.

If you would like to be notified about future events and seminars please sign up here and we’ll email you an invite for our next event.








United Financial solutions are managed by CI Investments Inc. Assante Wealth Management and CI Private Counsel LP are wholly owned subsidiaries of CI Financial Corp. (TSX:CIX). If you invest in CI products, CI will, through its ownership of subsidiaries, earn ongoing asset management fees in accordance with applicable prospectus or other offering documents.


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