Claudia Weisser FMA, CIM®
Get a better idea of where your money goes by creating a personal cash flow statement.
Calculate what you own and what you owe - an important step in planning your financial future.
Your Investor Profile
Understanding yourself as an investor is important when creating an effective investment portfolio.
Start Education Planning Now
See how saving early can make a significant difference.
Tax Benefits of an RESP
Discover how tax sheltered growth in an RESP can build a post-secondary school education fund for your children.
Inflation & Retirement Income
Estimate how much more income you will need at retirement to maintain the standard of living that you have today.
Will the Money Last?
Estimate how long your retirement savings will last if you make regular, annual income withdrawals and factor in inflation.
Calculate your RRIF payment and see how long the funds will last.
TFSA vs RRSP
Find out how your marginal tax rate, and whether you invest or spend your RRSP tax refund, affects the growth of your TFSA or RRSP.
Estimate the future value of your savings by changing the investment amounts, rates of return and years of growth.
Cost of Waiting to Invest
See how much more you will have in your retirement fund if you start investing now.
Real Rate of Return
This tool determines the real rate of return on a taxable investment after taking taxes and inflation into account, and illustrates what the investment will be worth, in after tax dollars.
RRSP Tax Savings
Estimate the tax savings on your RRSP contribution. You can enter three different amounts to compare the savings.
TFSA vs Taxable Investment
Discover the tax-free growth advantage of investing in a TFSA instead of a taxable investment.
Estimate the taxes you owe based on your taxable income and the province you live in.
When you choose an Assante Wealth Management advisor, you are joining a national success story.
Established in 1995, Assante has since become one of the largest wealth management firms in Canada, supporting over 830 advisors who oversee approximately $44 billion in assets for clients and their families nationwide.
In 2003, Assante was purchased by CI Financial Corp. – a diversified wealth management firm and the third-largest investment fund company in Canada – bringing additional financial strength and resources to the Assante organization. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index.
You can feel secure knowing that your financial needs are being looked after by an Assante advisor. Our advisors, on average, administer almost twice the assets of advisors at other major independent firms. That's a powerful indication of their proficiency – and the trust they have earned from their clients.
With access to a wealth of tools and resources, our advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.
Our core values of integrity, passion and professionalism drive our business. It's through our all-encompassing approach, which offers a comprehensive and integrated range of services and advice that your Assante advisor can partner with you to tailor a strategy that meets your unique needs and simplifies and enhances your financial well-being.
To find out more about Assante Wealth Management, please visit our public website.