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We are committed to providing clients with timely information on investments, wealth planning and our community.

Value of Advice

young man using laptop
young man using laptop
Oct 15, 2020
Managing Covid-19 has challenged our economy, and we’ve all felt the fallout in our investment portfolios. But there are two things to keep in mind that will help you maintain peace of mind.
happy african american couple
happy african american couple
Oct 8, 2020
It’s often difficult talking to family members about money issues when the situation involves them. Find out the one compelling reason why it’s well worth having the talk.
congratulating the 2020 wealth professional awards finalists
congratulating the 2020 wealth professional awards finalists
Jun 9, 2020
CI Assante Wealth Management’s service excellence has been acknowledged with seven nominations at this year’s Wealth Professional Awards in notable categories such as firm and advisor of the year.
picture of a family
picture of a family
Jan 14, 2020
Many life decisions we need to make today would be a lot easier if we only knew what our financial situation will be in the future. Find out how we can help with that. 
client meeting with financial advisor
client meeting with financial advisor
Jan 7, 2020
Learn about the number one factor that determines whether an RRSP or a TFSA delivers the best performance for retirement savings.
Adult daughter embracing mother
Adult daughter embracing mother
Sep 17, 2019
It happens to each of us – facing a life choice but having trouble making the decision. We’ve got examples to show that decision-making help is available when a financial element is involved.
Business team celebrating
Business team celebrating
Apr 29, 2019
Assante’s client service and relationship management help garner three Wealth Professional Award nominations which recognize standards of excellence.
Middle aged couple looking at their finances
Middle aged couple looking at their finances
Apr 8, 2019
You are never too old, too young, too wealthy or too poor to engage in financial planning. Here’s why financial planning is important.
Happy couple meeting financial advisor
Happy couple meeting financial advisor
Jan 31, 2019
Your financial situation may be more complicated as life evolves, but fortunately, you’re not alone when you have an advisor. Here are two examples of couples facing multiple financial issues at once, and how their advisors helps take the worry out of their financial life.
Two friends talking about loan
Two friends talking about loan
Jan 15, 2019
Has a friend or relative ever asked to borrow money? It can be an awkward situation. We’ve got several issues and guidelines to help you figure out what to do – including how to say no.