TITLE: Wealth Matters Weekly Market Update April 1st

SUMMARY:

This week’s Wealth Matters Market Update will be hosted by Damon Sutherland, Senior Vice-President of Assante Private Client, a division of CI Private Counsel LP, and will feature Sean Etherington, President, Assante Wealth Management and Peter Hofstra, Chief Investment Officer and Senior Portfolio Manager, Harbour Advisors.
 

SPEAKERS:

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.

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

Peter Hofstra

Chief Investment Officer and Senior Portfolio Manager

Harbor Advisors

Peter Hofstra joined Harbour Advisors in July 2017 as Senior Portfolio Manager. Peter brings to the team a depth of experience in both investment management and company management. Immediately prior to joining Harbour, Mr. Hofstra was Chief Investment Officer and Managing Director of Investment Research at Manitou Investment Management, a firm that focuses on private client and institutional money management. He was also a co-founder of a clean technology investment LP, which was acquired by Manitou. Prior to that, Mr. Hofstra was a portfolio manager at a large mutual fund company where he co-managed a U.S. equity fund and was lead manager of a science and technology fund. He has a B.Sc. in Chemistry and a PhD in Engineering Physics. Before joining the investment industry, he spent eight years with a technology firm, initially serving as a Senior Scientist and eventually becoming the Vice-President of Research and Development reporting directly to the CEO. Mr. Hofstra also holds the CFA designation.


Wealth Matters Weekly Market Update April 1st
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