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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 Planning It may not be as relaxing as a downward dog 🧘‍♀️, but having a solid retirement plan will give you peace of mind. We have access to many retirement income products. Based on your income goals, investment risk toleran
Planning your financial future goes beyond the numbers. At the heart of our work are the people and dreams those numbers represent. That’s why we focus on three guiding principles to build a lasting, diversified strategy with you. 1. Honest co
The benefit of working with an Assante advisor: the human element. Advice is only as good as the person giving it—and that’s something we take to heart. It’s a big part of what’s made us successful. We’re passionate abo
Many young adults want to put money aside, but their cost of living prevents them from saving and investing. You may consider helping out your child or grandchild to give them a head start on meeting their financial goals. Today, a young Canadian ma

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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