Lilly Marcotte

Caroline Okumura

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.

English

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

When should you start CPP/QPP and OAS benefits?

Black married couple

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.

English

The pandemic and the piggy bank

Pink Piggy Bank surrounded by masks

When it comes to savings, COVID-19 has created two different groups of Canadians. Which group are you in?

English

Ways to use a TFSA in retirement

Elderly couple walking

When saving for the future, a Tax-Free Savings Account (TFSA) can help fund education, a vacation, your nest egg, anything. Did you also know a TFSA is equally versatile in retirement?

English

Nancy Tu

Pages

Subscribe to CI Assante Wealth Management RSS