RRSP vs. TFSA: Did you ever have to make up your mind?

client meeting with financial advisor

Learn about the number one factor that determines whether an RRSP or a TFSA delivers the best performance for retirement savings.

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Financial planning for the future

picture of a family

Many life decisions we need to make today would be a lot easier if we only knew what our financial situation will be in the future. Find out how we can help with that. 

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Disability insurance for your most valuable assets

father and adult daughter

You likely have insurance right now that protects your income if you can’t work because of an illness or injury. But find out if that insurance gives you all the coverage you may need.

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Couples without children approach financial planning differently

african american couple

The financial media focuses on couples with children, but there’s almost an equal number of couples without children. We’ve got financial planning insights for this hidden demographic.

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Walking for friendship and family

Lorne Kronish and his daughter Ashley

For five years, Lorne Kronish has been involved in Walk4Friendship. This event raises funds for programs benefitting special needs individuals.

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Sharing CPP (and/or QPP) Retirement Pension Benefits

Portrait of retired couple

For couples, pension incoming splitting and pension sharing are two ways you can adjust your taxable income reduce total taxes.

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Serge Savard Invitational Golf Tournament brings in over $350,000 in support of student athletes

Serge Savard Invitational Golf Tournament

Peter Pomponio, Managing Director of Assante Quebec, is partnering with some of Canadian hockey’s top stars to fulfill a $5-million-dollar donation goal for student athlete development programs at the University of Sherbrooke.

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CI Assante Wealth Management partners with WealthBar to launch online investing platform

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CI Assante Wealth Management broadens the reach of its advice with a new online investing platform pairing leading-edge technology and award-winning portfolio management.

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Difficult financial decision? Advice makes it easier.

Adult daughter embracing mother

It happens to each of us – facing a life choice but having trouble making the decision. We’ve got examples to show that decision-making help is available when a financial element is involved.

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Should a retirement plan include your home?

Retired couple meeting with financial advisor

A significant cash surplus from downsizing could boost your retirement income. But find out how practical, psychological and estate planning factors influence whether you stay or go. 

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