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Fund Company Websites

CI Investments

Dimensional 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

Cannex

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Tax and RRSP Planning

Canada Revenue Agency

Canada Revenue Agency for Business

Investor Education

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Globe Investor - Investor Education

Industry Associations

Canadian Association of Financial planning

Investment Industry Regulatory Organization of Canada

Investment Funds Institute of Canada

Meet Hajra Hasan, B.A., CFP® — Associate Financial Advisor at Arch Advisors of CI Assante Wealth Management Ltd. In a rapidly changing economy, Hajra brings a fresh perspective backed by a deep commitment to financial planning. She believe
Growing your income is a significant achievement, but it often brings the silent challenge of lifestyle creep. As your earnings rise, it is natural for yesterday’s luxuries to become today’s necessities. For high-net-worth families and b
While school takes a break, it is the perfect time to look at the long-term cost of education. An RESP is a great start, but many families need more than one tool to cover all future costs. Depending on your goals and tax bracket, adding other accou
The RRSP deadline has passed, but your wealth strategy continues. Now is the time to move from simply contributing to optimizing your holdings. We will review your asset allocation to ensure it aligns with your 2026 goals and your comfort level with

Offices located in Mississauga, Orillia, Huntsville and Haliburton

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CI Assante Wealth Management Ltd. operates as CI Assante Wealth Management, a dual-registered firm offering investment, mutual fund, and exempt-market products and services.

Wealth Planning services may be provided by an accredited advisor of CI Assante Wealth Management or CI Assante Private Client (a division of CI Private Counsel LP) and in some cases, by a non-affiliated third party. Insurance products and services are offered through Assante Estate and Insurance Services Inc.

CI Assante Wealth Management Ltd. is a member of the Canadian Investment Regulatory Organization and Canadian Investment Protector Fund.

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