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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

Year-end markets can get noisy—but staying focused matters. As December progresses, headlines often fluctuate, tax-related trades increase, and short-term movements can feel more dramatic than they are. During this period, having a disciplined
Wondering how tax deferral could work for you? It’s one of the most effective ways to keep more of what you earn—and give your investments extra room to grow. By delaying tax payments, you allow more of your dollars to stay invested, com
Stay Informed. Stay Ahead. At Arch Advisors, we make it easy to stay plugged into what matters—from market shifts to wealth-building strategies to what’s happening in the communities we serve. Through updates, conversations, and online e
Charitable giving isn’t just a seasonal gesture — and the holiday season is the perfect reminder. "With unemployment climbing and more Canadians tightening their budgets, many are wondering how to give back without straining their o

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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