Reality has a strange way of not always jibing with our expectations. Believe it or not, the same thing can happen when investing. Here are three possible outcomes and how we might adjust your portfolio as a result.

When it comes to helping children financially, there are no financial planning rules to follow. What works perfectly for one family might be unthinkable for another. There are, however, important factors to consider, which can guide you in making a decision.

Welcome to the world of cryptocurrency, where millions have been made and fortunes lost. Here’s what you need to know.

If you and your spouse are thinking of retiring at the same time, there are pros and cons to consider, especially if one spouse makes a sacrifice to line up retirement dates. Here’s what you need to know.

Select advisors and branches of CI Assante Wealth Management have received a total of six nominations for the 2018 Wealth Professional Awards on May 31, 2018 for categories celebrating leadership, service and innovation in the Canadian wealth management industry.

Normally, you might be quite comfortable making regular contributions to your investment program. But then an extraordinary market event takes place. Even a disciplined investor may wonder if unusual times call for unusual measures.

This quarter, our wealth planning focus was on the changes to the income splitting and passive investment income rules. We also heard from Chip McKinley, SVP of Cohen & Steers Inc. on their favourable outlook for real estate securities.

This Nova Scotia Assante advisor took his love for 80s dance music to raise over $2,700 for the Canadian Cancer Society in support of cancer awareness month.

A long-time supporter of Special Olympics North Bay, Assante 101 McIntyre is sponsoring a local athlete who shares its passion for sport, determination and leadership at the Special Olympics Canada 2018 Summer Games.

As a parent, you should ensure that you clearly document any gifts, loans or advances you make to your children to avoid uncertainty and possible conflict.