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We are committed to providing clients with timely information on investments, wealth planning and our community.
Wealth Planning
Apr
12
A dip in the lake, laughs on the deck, a campfire with the family. Having your own vacation property may be your dream, but understand the commitments that come with ownership.
Apr
05
Did you work from home instead of at your office during the pandemic? Find out about claiming home office expenses on your 2020 tax return.
Mar
22
When it comes to savings, COVID-19 has created two different groups of Canadians. Which group are you in?
Investments
Mar
29
Find out why some retirees choose to begin government benefits early, some start at 65 and others start at 70. Then see if you lean toward any one of these options.
Advisor Community
Apr
07
CI Assante Private Client is a five-time Premier Sponsor of CAGP’s strategic philanthropy conference. The 2021 virtual event will discuss the theme Challenge of Change.