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Financial Resources and Information

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Fund Company Websites

CI Investments

Dynamic Funds

Edgepoint Wealth Management

Fidelity Investments

Franklin Templeton Investments

Invesco/Trimark

Mackenzie Investments

Manulife Investments

Canadian Financial News

BNN

CBC Business News

CBC Newsworld

National Post

The Globe and Mail

Toronto Stock Exchange

 

Stock Exchanges/Quotes

Toronto Stock Exchange

DJIA

New York Stock Exchange

NASDAQ

Cannex

Major World Indices

Tax and RRSP Planning

Canada Revenue Agency

Canada Revenue Agency for Business

Investor Education

Get Smart About Money

Globe Investor - Investor Education

Industry Associations

Canadian Association of Financial planning

Investment Industry Regulatory Organization of Canada

Investment Funds Institute of Canada

Meet Patrick Senior, Financial Advisor at Assante Financial Management Ltd. 👋 With over a decade of experience in banking, insurance, and investment planning, Patrick brings a relationship-first approach to retirement and wealth strategies. Since j
Backpacks, bus stops, and big dreams. This September, give them more than a great start; give them a strong financial foundation. We’re here to help you invest in their education, one smart step at a time. 📍Serving families across Mississau
A fresh coat of paint might do more than brighten up your cottage. It could help lighten your future tax bill, too. Smart upgrades to your vacation property can enhance your enjoyment and your estate plan. Discover how strategic improvements today
🌍✈️ Young Canadians are spending more on experiences, and that’s not a bad thing. From travel to concerts, younger clients are choosing memories over material things. The good news? With the right plan, they don’t have to choose between

Offices located in Mississauga, Orillia, Huntsville and Haliburton

Wealth Planning & Financial Advice | CI Assante Wealth Management

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Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Financial Management Ltd. is a Member of the Canadian Investment Regulatory Organization. Regulated by CIRO.

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