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Heart and giving
Heart and giving
Apr 7, 2021
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.
Home office
Home office
Apr 5, 2021
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.
Black married couple
Black married couple
Mar 29, 2021
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.
Pink Piggy Bank surrounded by masks
Pink Piggy Bank surrounded by masks
Mar 22, 2021
When it comes to savings, COVID-19 has created two different groups of Canadians. Which group are you in?
Elderly couple walking
Elderly couple walking
Mar 15, 2021
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?
retired man and woman sitting in the park
retired man and woman sitting in the park
Jan 28, 2021
It’s something you don’t often realize until you retire, but tax becomes one of your biggest expenses in retirement. We’ve got a few strategies that can help you trim your tax bill.
family at the beach
family at the beach
Dec 30, 2020
You save tax as a family when you transfer your income to children in a lower tax bracket. We’ve got specific income-splitting strategies that work for minor children and adult children.
man and woman snow sledding
man and woman snow sledding
Dec 21, 2020
There are countless situations and life events that could make you alter your retirement plans. But there are four ways to react to those changes and fulfill your retirement dreams.
retired couple sitting on couch
retired couple sitting on couch
Dec 17, 2020
Wouldn’t you like to get the most from your Registered Retirement Savings Plan (RRSP)? You’ll be ahead if even one tip applies to you or a family member, now or down the road.
young man looking at papers
young man looking at papers
Dec 15, 2020
Find out about three ways investors may react to a significant market downturn. Then see if your own reaction might prompt a change to your investment portfolio.