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Financial Resources and Information

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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

DJIA

Major World Indices

NASDAQ

New York Stock Exchange

Toronto Stock Exchange

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

Planning for retirement as a single individual requires a unique level of self-reliance. Without a second income to lean on, protecting your current earning power is just as critical as building your future nest egg. Success lies in two areas: robus
Meet Josh Belliveau, Senior Financial Advisor at Arch Advisors of CI Assante Wealth Management Ltd. 🤝 Helping you realize your financial goals by building and scaling your wealth with care. 📍 Serving Mississauga, Orillia, Huntsville, and Haliburt
In your 30s, "someday" starts to feel a lot closer. Between managing a mortgage, growing a career, and raising a family, your financial life has more moving parts than ever before. This is the decade where a general plan needs to become a
Filing your taxes on time is about more than just avoiding a penalty—it’s about protecting the benefits you’ve already earned. The April 30 deadline is the gatekeeper for essential cash flow like the GST/HST credit, the Canada Chil

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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