|
Start Date: $-[WCStartDate]-$
Start Time: $-[WCStartTime]-$ EST Duration: $-[WCRuntimeDuration]-$
SUMMARY
This webcast will be hosted by Damon Sutherland, Senior Vice-President of Assante Private Client, a division of CI Private Counsel LP.
SPEAKERS.jpg) Damon Sutherland Senior Vice President Assante 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
 Sean Etherington President Assante Wealth Management, CIM Sean Etherington is President of Assante Wealth Management, one of Canada’s largest independent wealth management firms. As President, Sean is responsible for Assante’s vision and the overall strategic plan for the organization, working to support both Assante advisors and the continued growth of the company. Sean has 19 years of investment industry experience. He joined CI Investments in 1999 and Assante Wealth Management in 2004. Most recently, Sean was Senior Vice-President, Sales & Wealth Services at Assante Private Client and Stonegate Private Counsel. In this role, Sean managed a national team of sales, wealth planning and insurance professionals who partner with advisors to provide comprehensive wealth management services to clients. Prior to joining the CI group of companies, Sean worked in sales at the O’Donnell Group of Funds. Sean is a graduate of Queen’s University and completed the Chartered Investment Manager designation in 2009. He also received the Advanced Executive Certificate in General Management from The Smith School of Business, Queen's University, in 2016.
 Drummond Brodeur., MBA, CFA SVP, Co-Head of Macroeconomic & FX Strategy CI Global Asset Management Drummond Brodeur has been in the investment industry since 1989 and joined CI Global Asset Management in 2007. He has a strong background focused on China and the Pacific Basin. Prior to joining CI, Drummond's experience included overseeing international portfolios at KBSH Capital Management, being a senior analyst with Caisse de Depot, and being a Portfolio Manager at Bankers Trust Australia. Drummond holds a Bachelor's degree from the University of Western Ontario and two Master's degrees from Monash University, Melbourne, Australia. He has also earned the Chartered Financial Analyst designation.
By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that may be of interest to you. Should you wish to discontinue receiving emails of this nature, you may contact us at marketingapprovals@assante.com to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.
|
Wealth Matters Weekly Market Update April 22
Registration Is Closed
|
|
|
|