TORONTO, April 30, 2020 /CNW/ - CI Financial Corp. ("CI")
(TSX: CIX) is pleased to announce the launch of the Be Well-Advised
program, which will provide free financial advice to Canadians
experiencing financial hardship through advisors with Assante
Wealth Management (Canada) Ltd.
("Assante"). This initiative is entirely volunteer-led with Assante
advisors donating their time to listen and deliver guidance to
those affected by the current economic turmoil.
Assante advisors will be supported by resources from across CI –
specialists in retirement, taxation, accounting, and estate
planning from the Wealth Planning Group, a division of CI Private
Counsel LP, and CI Tax, Retirement and Estate Planning, a division
of CI Investments Inc.
"Within hours of putting out the call to our advisors, we had
more than 80 volunteers signed up wanting to help," said
Sean Etherington, President of
Assante. "We believe that now, more than ever, access to financial
advice is essential in navigating the many hurdles facing
Canadians, whether it's job losses, health setbacks or
understanding government programs."
The Be Well-Advised program will operate across the country with
the goal of helping Canadians who do not normally have access to
professional advice and have specific questions they want to
address. Through one-on-one sessions, Assante advisors will answer
questions, offer guidance and most importantly, help their
communities. Members of the Wealth Planning Group will also be
available to offer support wherever needed. There is absolutely no
expectation from participants to enter into a full-time financial
planning agreement following their participation in the Be
Well-Advised program.
CI has also been helping Canadians manage the impact of the
COVID-19 pandemic by making donations to Canada's most impoverished communities, where
many people and families are struggling during these unprecedented
times. These donations are being facilitated by Second Harvest,
which is a food rescue organization that collects fresh, surplus
food and delivers it to social services agencies for distribution
to people in need.
"I have been incredibly impressed with how CI employees and
advisors have responded to COVID-19, whether it's going the extra
mile to support our clients, working seamlessly and collaboratively
in a remote working environment, or giving back to communities and
people in need," said Kurt
MacAlpine, Chief Executive Officer of CI. "This speaks to
the quality and dedication of our people."
For information on accessing the Be Well-Advised program, please
visit Assante.com/be-well-advised.
About CI Financial
CI Financial Corp. (TSX: CIX) is an
independent company offering global asset management and wealth
management advisory services. Its primary operating businesses are
CI Investments Inc., Assante Wealth Management (Canada) Ltd., CI Private Counsel LP, GSFM Pty
Ltd. of Australia, WealthBar
Financial Services Inc., BBS Securities Inc. and Surevest Wealth
Management of Phoenix. Further
information is available at www.cifinancial.com.
About Assante Wealth Management
Founded in 1995,
Assante Wealth Management is one of Canada's largest firms providing wealth
management solutions. Our 830 professional advisors, located in
communities throughout the country, have approximately $43 billion of Canadians' family wealth under
their care. Assante provides its clients with a complete approach
to planning that incorporates all aspects of their financial lives
– combining investment management with financial, estate, tax and
insurance planning.
SOURCE Assante Wealth Management