Assante Group of Seven Wealth Advisors sponsor the McMichael Canadian Art Collection’s Moonlight Gala, bringing the total of funds raised towards the preservation of Canadian art to $675,000.

Kitchener-Waterloo advisor Arnie Mohr, joins family and friends at Fashion for Life’s annual White Party to raise funds for the Cambridge Memorial Hospital Breast Reconstruction Initiative.

This quarter, our wealth planning was on estate freezes and why they may be useful to business owners. We also heard from Samuel Sanom, Vice President and Equity Portfolio Specialist and Alan Matijas, CFA, Managing Director, Canada of Wellington Management on the U.S. equity market.

This quarter, our wealth planning focus was on taxation at death and what you can do to prepare for it. We also heard from Daniel Bubis, President and CIO of Tetrem Capital Management on their structured investment process.

CI Assante Wealth Management and 10 Assante advisory practices have partnered with the McMichael Canadian Art Collection to celebrate the 50th anniversary of the McMichael Canadian Art Collection and the 150th anniversary of the Confederation.

Assante advisors Greg Snider, Wayne Hill and their team at The Beacon Group of Assante Financial Management Ltd. in Calgary hosted a celebration of the holiday season that was focused on their client’s families and supporting Wood’s Homes of Calgary.