If you ever lose the ability to manage your financial affairs, someone must take over. Learn why there’s no advantage, only risks, when you put off getting a power of attorney.
The value of your estate assets could be eroded by tens or hundreds of thousands of dollars in tax. But there’s a life insurance solution that protects an estate’s value – and the children’s inheritance.
So many people are working past 65 that unretirement is often called the new normal. We’ve got a summary of the financial planning matters to consider when earning income in traditional retirement years.
Have you noticed we’re getting fewer tax breaks? The next best way to come out ahead is to pay the tax later. Find out why tax deferral works and learn about some key methods available.
Are you using your Tax-Free Savings Account (TFSA) to its best advantage? Find out about five objectives a TFSA can achieve, and why you might change your TFSA investments over time.
CI Assante Wealth Management is a proud partner of motionball for Special Olympics, which recently hosted its annual 2019 Toronto gala that donated $300,000 for Special Olympics athletic programs across Canada.
When it comes to providing young adults with the tools and resources to become financially independent, look no further than Assante Vancouver Center’s annual Financial Bootcamp.
It is important to monitor changes in the applicable laws and rules if your will and estate planning objectives include planning for a beneficiary who has a mental or physical disability.
Any shift in marital status brings with it several changes in your lifestyle, and unique financial planning considerations and solutions. Our expertise in financial planning will ease your tansition and guide you through your new life stage.
