Jack Yuan

Fazia Messar

Jack Yuan

Reagan Thorne

Tony Di Gennaro

Fazia Messar

Shahzad Anjum

Thinking of purchasing a vacation property?

Vacation property with pool

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.

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CI Assante Private Client Partners with CAGP for 5th Year in a Row on Strategic Philanthropy

Heart and giving

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.

English

Claiming home office expenses

Home office

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.

English

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