CI Assante Wealth Management

David Beauchamp CFP^®, FMA, CIM, FCSI^®

Senior Financial Advisor

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Well-Advised Newsletter

Well-Advised Newsletter

Turning the Corner

November 25, 2020 • Portfolio Construction, Economic Insights

Christmas is almost upon us, which means we will soon close the book on 2020. It was a tough year for everyone as the COVID-19 pandemic drastically changed our lifestyles. Thankfully, humans are creative and adaptive, and we were able to overcome many challenges.
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Inheritance
Technology
Portfolio Construction
The Big Picture
Security
Economic Insights
Estate Planning
Financial Literacy
Financial Planning
Insurance Planning
Investment Planning
Lifestyle
Retirement Planning
Tax Planning

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Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).

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