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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

Adopting a time-horizon mindset Say it’s a period when the market is down and you’re saving for a long-term goal, such as retirement. You may feel anxious if you think only about your portfolio value, but it’s important to keep in
Holding little hands today. Building big futures for tomorrow. Whether it’s helping with education savings, leaving a meaningful legacy, or ensuring your own retirement stays on track—many grandparents are turning to financial advisors t
Retire Rich: Build your financial muscle Globe & Mail: By Meera Raman Canada is staring down a major demographic shift: nearly 700,000 skilled tradespeople are expected to retire by 2030. In another retirement-related issue for the country, man
Build a plan so solid that you can dance through life's moments with ease. From retirement strategies to legacy planning, we help you stay in rhythm no matter what the market throws your way. Let's create a wealth plan that moves with you. Reach 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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