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Start Date:12/7/2023 Start Time:1:00 PM EST Duration:30 minutes
SUMMARY:
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Gordon Gouinlock, SVP of Sales & Wealth Management, CI Assante Private Client and will feature Stephen Lingard, SVP, Co-Head of Multi-Asset, CI Global Asset Management
In this webcast, Stephen will discuss:
- What to expect as we wrap up 2023 and what's on the horizon for 2024
If you're already registered for the Wealth Matters - December 7, 2023 webcast, click below: ALREADY REGISTERED?Speakers Gordon Gouinlock Senior Vice-President, Sales & Wealth Services CI Assante Private Client & CI Private Wealth As head of Sales and Wealth Services for CI Private Counsel, Gord oversees the practice-oriented service teams that provide investment and wealth planning capability to advisory groups across Canada. This includes:
- Central Wealth Planning Group
- Regional Wealth Planning Professionals
- Investment Counsellor Team
- Estate & Insurance Team
Gord's goal is simple: To partner with Wealth Advisors to grow and enhance their practice through proven investment solutions and comprehensive business and wealth planning support.
Gord previously served as Vice-President, Business Development, where he covered the Greater Toronto Area and South-Western Ontario. Gord joined CI GAM in 2010 and transitioned to the Business Development Team in 2011. Gord obtained an Honours Bachelor of Business Administration (HBBA) from Wilfred Laurier University and is a CFA charter-holder.
 Stephen Lingard, MBA, CFA SVP, Co-Head of Multi-Asset CI Global Asset Management Stephen Lingard, Senior Vice President, Co-Head of Multi-Asset, brings first-hand global experience to his role as he has studied and worked in Europe, the US, and Asia over his 27+ year career. He joined CI GAM in 2019 as the multi-asset portfolio and research lead, with a macro, equity and alternative strategy focus. Prior to CI GAM, Stephen was Head of Multi-Asset Solutions with Franklin Templeton (Canada/Asia). Before that, he was an investment manager with Fidelity Investments (US & Canada), and prior to that, he was a Bond dealer at Société Générale Asia (Singapore). Stephen is a CFA charterholder with a BSc from Western University and holds an MBA from EU Business School. He is also a member of the Toronto CFA Society and spends his free time with North Toronto Soccer and Leaside Hockey.
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