Hinton Wealth Planning
Daniel Duval and Cyara DodgeWell-Advised Newsletter
Well-Advised Newsletter
-
Where Do We Go from Here?
September 30, 2020 • Portfolio Construction
Following months of uncertainty and drastic responses from governments and markets across the globe, CI Investments’ CI Multi-Asset Management team provides a three-step process on where we go from here.
Read more… -
Green Shoots
September 22, 2020 • The Big Picture
The spread of the novel coronavirus and the onset of the COVID-19 pandemic set the stage for an unprecedented shuttering of the global economy this year
Read more… -
Does your group insurance need a boost?
September 16, 2020 • Insurance Planning
Considering each person has unique insurance needs, group life and health insurance plans do an excellent job in providing coverage. But you may have a gap or two that needs to be filled.
Read more… -
Why the money talk matters
September 16, 2020 • Financial Literacy
It’s often difficult talking to family members about money issues when the situation involves them. Find out the one compelling reason why it’s well worth having the talk.
Read more… -
How to minimize tax on retirement income
September 16, 2020 • Retirement Planning
It’s something you don’t often realize until you retire, but tax becomes one of your biggest expenses in retirement. We’ve got a few strategies that can help you trim your tax bill.
Read more… -
Maintaining financial peace of mind
September 16, 2020 • Financial Planning
Managing COVID-19 has challenged our economy, and we’ve all felt the fallout in our investment portfolios. But there are two things to keep in mind that will help you maintain peace of mind.
Read more… -
When selling an investment is a tax win
September 16, 2020 • Tax Planning
In the world of investing, there will always be an investment that underperforms. Find out how selling an investment that’s suffered a capital loss can end up saving you in taxes.
Read more…
© 2021 CI Assante Wealth Management
Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.