AWM 2023 Client Fee Schedule
Assante has updated their fee schedule effective as of January 1st, 2023. Please read below for more information:
Assante Client Fee Communication to Clients
The Assante dealership is updating their fee schedule and their approach to charging client fees. Please read the following document for more information:
January Portfolio Construction – On the Edge of Recession
Please read the following article published by Alfred Lam, CFA, Senior Vice-President, and Head of Multi-Assets at CI Global Asset Management, discussing the dominating topic of a the Recession for 2023.