TITLE: Wealth Matters - September 10, 2020


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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

Assante Private Client

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.

Peter Hofstra, CFA

Chief Investment Officer and
Senior Portfolio Manager

Harbour Advisors

Peter Hofstra joined Harbour Advisors in July 2017 as Senior Portfolio Manager and was appointed Chief Investment Officer in August of 2019. Peter brings to the team a depth of experience in both investment management and company management.

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.

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