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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

Nobody wants to plan their own funeral. That's exactly why most people don't. And that leaves the people they love making fast, emotional decisions at the worst possible moment. Funeral home, service type, music, who gets called first. Those decisio
Summer is the season most financial plans go quiet. Busy schedules, vacation mode, the feeling that it can wait until fall. But the families who arrive at year-end in the best position didn't pause in July. They kept their plan running in the backgr
Lots of people buy property. Few people own it strategically. The Globe & Mail recently published a piece on how high-net-worth Canadian families are integrating real estate into their full wealth picture. Not just for appreciation. For income,
The best tax outcomes aren't found at year-end. They're built in June. Salary vs. dividends, deductible expenses, corporate structure. Those decisions don't work backwards. Mid-year is when the options are still open. If you own a business, talk to

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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