Keith Donoghue and Laurie Laplante
Safeguarding your family’s financial future
Cash Management
Cash Management Solutions
Another aspect of financial planning is the proper management of cash flow and eliminating high interest non-deductible debt as fast as possible. We are able to offer several banking products from a variety of financial institutions such as:
- National Bank: Line of Credit, RRSP Loans, GICs.
- B2B Trust: RRSP Loans, Investment Loans.
- Manulife Bank: Manulife One Mortgage, Investment Loans.
© 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.