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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

💼 Retirement income, tailored to your life. Whether you're retiring soon or already there, a secure and sustainable income stream is key. At Arch Advisors of Assante Financial Management Ltd., we help you build a retirement income strategy based o
🏞️ Retirement isn’t the end of the climb. It’s the view you’ve been working toward. In a recent article, Tim Jensen, CFP, shares 17+ years of wisdom on avoiding common retirement mistakes—and how to create the clarity and c
In Canada, the more you earn, the more you owe, but it doesn’t have to be that simple. At Arch Advisors of Assante Financial Management Ltd., we work closely with tax professionals to help clients keep more of what they earn, using proven, str
📊 A shifting wealth landscape in Canada A new report from the Parliamentary Budget Officer, as summarized by Steve Randall, reveals that Canada’s top 1% hold 23.8% of total net wealth, a large share, but one that has declined slightly since

Offices located in Mississauga, Orillia, Huntsville and Haliburton

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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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