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Advisor Community
- Assante a Finalist for Six 2020 Wealth Professional Awards
- Serge Savard Invitational Golf Tournament brings in over $350,000 in support of student athletes
- CI Assante Private Client Partners with CAGP for 5th Year in a Row on Strategic Philanthropy
- Basic Training for Financial Recruits
- Assante launches its new Charitable Giving Program
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Investments
- How to minimize tax on retirement income
- How to choose a beneficiary for your RRSP or RRIF
- Tax-smart gifts to grandchildren
- Intergenerational Farm Transfers
- When should you start CPP/QPP and OAS benefits?
- RRSP vs. TFSA: Did you ever have to make up your mind?
- How to make tax-smart RESP withdrawals
- Are RRSPs still the best choice?
- Assante Private Client offers alternative investments as part of a comprehensive wealth planning solution
- What you need to know about Registered Disability Savings Plans (RDSP)
- Does your group insurance need a boost?
- How to keep your TFSA aligned with your goals?
- How to teach your children about investing - with a TFSA
- How to minimize the OAS clawback
- Beware of fraud targeting seniors
- Borrowing to invest
- Buy low, sell high—the challenges and opportunities
- Can your risk tolerance change?
- Concerned about inflation?
- Investing in the home stretch
- Is cryptocurrency for investors or speculators?
- Lesser-known ways to profit and save
- Responsible investing is also smart investing
- Time for an RESP checkup?
- When’s the best time to invest?
- Will you need life and health insurance in retirement?
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Wealth Planning Resources
- Fall Economic Statement
- Looking Ahead: U.S. Election Insights
- COVID-19 Economic Response Plan
- RRSP Transfer to Spouse on Death
- RRIF Transfer to Spouse on Death
- Retirement plans changing? Evaluate and pivot
- Tax on Split Income with Children
- Why is financial planning important?
- Beneficiary Designation & Marital Status
- Ways to use a TFSA in retirement
- Claiming Home Office Expenses on Tax Return
- CPP/QPP Pension Sharing Benefits
- RESP: Important estate planning tips
- Property of a minor
- Thinking of purchasing a vacation property?
- Claiming home office expenses
- The pandemic and the piggy bank
- Financial planning for the future
- If I had a million dollars
- When to review your estate plan
- Can you retire earlier?
- Retirement Planning for Couples
- Financial planning in your 50s and 60s
- Estate planning during COVID-19
- How to maintain financial peace of mind
- Should you name a child as executor?
- How much income do you need in retirement?
- Teaching your children how to manage money
- Choosing a Trustee for Your Will
- When a family member needs special care
- Plan now to minimize OAS clawback later
- Powers of attorney: When should your power of attorney be effective?
- Preparing for Real Estate Contingencies
- How did you react to market volatility?
- Why the money talk matters
- Money tips for you and your teens
- When to make a move to safety
- What to do when it’s time to help your parents
- Why Personalize Your Retirement Plan
- Prepare your executor
- How to Divide Assets
- Retirement and the “where” factor
- Why financial life should involve both spouses
- Should you help your child buy a home?
- Setting Up Inheritance for Your Heirs
- Prepare for the unexpected
- RRIF, meet JLTD
- What to do when retirement approaches
- Single? Estate planning is still important
- Time for a vacation property chat?
- Life decisions and the financial factor
- Managing financial life in a second marriage
- Prepare your children for financial responsibility
- Managing your RRIF withdrawals effectively
- Do you and your parents have powers of attorney?
- Financial Basics
-
Wealth Planning Insights
- Assante a Finalist for Six 2020 Wealth Professional Awards
- Serge Savard Invitational Golf Tournament brings in over $350,000 in support of student athletes
- CI Assante Private Client Partners with CAGP for 5th Year in a Row on Strategic Philanthropy
- Basic Training for Financial Recruits
- Assante launches its new Charitable Giving Program
- How to minimize tax on retirement income
- How to choose a beneficiary for your RRSP or RRIF
- Tax-smart gifts to grandchildren
- Intergenerational Farm Transfers
- When should you start CPP/QPP and OAS benefits?
- RRSP vs. TFSA: Did you ever have to make up your mind?
- How to make tax-smart RESP withdrawals
- Are RRSPs still the best choice?
- Assante Private Client offers alternative investments as part of a comprehensive wealth planning solution
- What you need to know about Registered Disability Savings Plans (RDSP)
- Does your group insurance need a boost?
- How to keep your TFSA aligned with your goals?
- How to teach your children about investing - with a TFSA
- How to minimize the OAS clawback
- Investing in the home stretch
- Will you need life and health insurance in retirement?
- Lesser-known ways to profit and save
- Borrowing to invest
- When’s the best time to invest?
- Responsible investing is also smart investing
- Concerned about inflation?
- Is cryptocurrency for investors or speculators?
- Can your risk tolerance change?
- Buy low, sell high—the challenges and opportunities
- Beware of fraud targeting seniors
- Fall Economic Statement
- Looking Ahead: U.S. Election Insights
- COVID-19 Economic Response Plan
- Tax treatment of RRSPs left to your spouse on death
- Tax treatment of RRIFs left to your spouse on death
- Retirement plans changing? Evaluate and pivot
- Save tax by splitting income with children
- Why is financial planning important?
- Updating beneficiary designations after a change in marital status – A cautionary tale
- Ways to use a TFSA in retirement
- Can I claim my home office expenses on my tax return?
- Sharing CPP (and/or QPP) Retirement Pension Benefits
- RESP: Important estate planning tips
- Property of a minor
- Thinking of purchasing a vacation property?
- Claiming home office expenses
- The pandemic and the piggy bank
- Financial planning for the future
- If I had a million dollars
- When to review your estate plan
- Can you retire earlier?
- Should you and your spouse retire at the same time?
- Financial planning in your 50s and 60s
- Estate planning during COVID-19
- How to maintain financial peace of mind
- Should you name a child as executor?
- How much income do you need in retirement?
- Teaching your children how to manage money
- Using a trust in your will? Be sure to select appropriate trustees
- When a family member needs special care
- Plan now to minimize OAS clawback later
- Powers of attorney: When should your power of attorney be effective?
- Preparing for Contingencies as Part of your Estate Plan
- How did you react to market volatility?
- Why the money talk matters
- Money tips for you and your teens
- When to make a move to safety
- What to do when it’s time to help your parents
- Why retirement income planning calls for a customized approach
- Prepare your executor
- Do you have assets that can’t be divided?
- Retirement and the “where” factor
- Why financial life should involve both spouses
- Should you help your child buy a home?
- Control the inheritance you leave to your heirs
- Prepare for the unexpected
- RRIF, meet JLTD
- What to do when retirement approaches
- Single? Estate planning is still important
- Time for a vacation property chat?
- Life decisions and the financial factor
- Managing financial life in a second marriage
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Market Trends & Investment Insights
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Market Trends & Investment Insights
- Marchello Holditch: Overview of his team’s investment philosophy.
- Marchello Holditch: How markets and asset classes performed through 2020; outlook for the coming year
- Drummond Brodeur and Jeff Elliot: Growth opportunities during the pandemic; impact of vaccinations on fiscal policy; macro-economic outlook
- Nick Griffin and Akilan Karuna: The risks and opportunities that lie ahead for global equity markets
- Peter Hofstra: Portfolio positioning within our Canadian Alpha and Value strategies
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Market Trends & Investment Insights
- Roberto Katigbak: First asset enhancement Short Duration Bond Fund
- Peter Hofstra: Insights on where we stand today following weeks of market volatility
- Laurel Durkay: Overview of Cohen & Steers Inc. outlook for the U.S. real estate securities portfolios
- Malcolm White & Jeremy Yeung: How the tech sector was one of the best performers through the COVID-19 pandemic
- Marchello Holditch: Mid-year review of investment themes in first half of 2020 and reviewed changes to position their portfolios for future growth
- Peter Hofstra: Proprietary investment process, designed to optimize returns with a focus on resilient and high-performing business models
- Marchello Holdich: Macro market and economic outlooks and alternative investment strategies
- Sean Etherington & Drummond Brodeur: Overview on what’s transpired and what lays ahead for the markets through the COVID-19 pandemic
- Marchello Holditch: Update on what's happening in global markets through the COVID-19 pandemic
- Sean Etherington, Bob Swanson and Cheryl Norton: Update on global markets as well as wealth planning strategies business owners should be aware of during COVID-19
- Sean Etherington and Peter Hofstra: An update on their economic and market outlook
- Peter Hofstra and Marchello Holditch: Outlook of the broader investment landscape and why active management and a balanced portfolio are critical to remaining opportunistic
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Market Trends & Investment Insights
- Drummond Brodeur: What factors are influencing global markets, and the potential ups and downs investors can expect in 2022.
- Robert Swanson: International Equity Pool update and outlook for 2022's rising rate environment
- Stephen Lingard: How soaring inflation and other macro factors have impacted year-to-date equity and fixed income returns
- Robert Swanson: How the current economic environment is impacting investment outcomes
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Market Trends & Investment Insights
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Advisor Community
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Consolidated Blogs
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- Looking Ahead: U.S. Election Insights
- Tax treatment of RRSPs left to your spouse on death
- COVID-19 Economic Response Plan
- Save tax by splitting income with children
- Updating beneficiary designations after a change in marital status – A cautionary tale
- Retirement plans changing? Evaluate and pivot
- Why is financial planning important?
- Ways to use a TFSA in retirement
- Retirement and the “where” factor
- Why retirement income planning calls for a customized approach
- Prepare your executor
- Do you have assets that can’t be divided?
- Why financial life should involve both spouses
- Assante a Finalist for Six 2020 Wealth Professional Awards
- Basic Training for Financial Recruits
- CI Assante Private Client Partners with CAGP for 5th Year in a Row on Strategic Philanthropy
- Serge Savard Invitational Golf Tournament brings in over $350,000 in support of student athletes
- Assante launches its new Charitable Giving Program
- How to minimize tax on retirement income
- How to choose a beneficiary for your RRSP or RRIF
- Tax-smart gifts to grandchildren
- Intergenerational Farm Transfers
- When should you start CPP/QPP and OAS benefits?
- RRSP vs. TFSA: Did you ever have to make up your mind?
- How to make tax-smart RESP withdrawals
- Are RRSPs still the best choice?
- Assante Private Client offers alternative investments as part of a comprehensive wealth planning solution
- What you need to know about Registered Disability Savings Plans (RDSP)
- Does your group insurance need a boost?
- How to keep your TFSA aligned with your goals
- How to teach your children about investing - with a TFSA
- How to minimize the OAS clawback
- Investing in the home stretch
- Time for an RESP checkup?
- Will you need life and health insurance in retirement?
- Lesser-known ways to profit and save
- Borrowing to invest
- When’s the best time to invest?
- Responsible investing is also smart investing
-
Consolidated Blogs
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- Advisor Spotlight
- A comprehensive approach to financial planning