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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

Life rarely moves in straight lines. Careers evolve. Families grow. Priorities shift. And retirement planning doesn’t wait politely for the “right time.” A strong financial plan is designed to adapt — not react. Proactive pla
Success doesn’t look the same for everyone. For some, it’s early retirement. For others, it’s flexibility, security, or peace of mind. It might mean helping children get ahead, protecting what you’ve built, or having the free
Confidence matters — more than most people realize. A recent survey highlighted by Benefits Canada found that Canadians who feel confident about their retirement strategy are saving significantly more than those who don’t — even mo
It’s easy to wait for the “right” moment. But a year from now, many people will wish they had started sooner. January is a reminder that long-term success is built over time — and that consistency often matters more than per

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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