Archive:  2020

Global equity markets surged as vaccine candidates gave investors hope that an economic recovery was plausible. Our portfolios delivered a strong performance in November as overweight exposure to equities and credit contributed to performance.

On November 30, 2020, Canadian Deputy Prime Minister and Finance Minister, Chrystia Freeland, delivered the government’s Fall Economic Statement titled, Supporting Canadians and Fighting COVID-19. The statement discussed the government’s priority of fighting COVID-19 and protecting Canadians’ health and safety and provided an update on the Canadian economy. It also provided a look at how the government plans to invest going forward to promote a recovery following the pandemic.

How are Community Foundations making an impact in the wake of COVID-19? We talk to SurreyCares Community Foundation Executive Director Christine Buttkus to learn more on the latest episode of The Wealth Wisdom Podcast

The COVID-19 pandemic has drastically changed our lifestyles, but as we close the book on 2020 there’s a sense we may finally be turning the corner. As part of their November commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, look at how recent trends have played out in the investment markets, and your portfolios, and what a 2021 vaccine could mean for a return to “normal.”

On the latest episode of The Wealth Wisdom Podcast, Paul Nazareth and host John Lawson discuss the power of philanthropic giving, avenues for doing so, and some of the mistakes that business owners make when it comes to making charitable donations.

Fraver Valley BBBS's Executive Director Corina Carroll talks to Sana Family Office about the "Golf for Kids Sake" tournament, which Assante has sponsored for nearly two decades.

Global Strategist Drummond Brodeur joins the inaugural edition of The Wealth Wisdom Podcast.