When a Big RRSP Stops Being the Automatic Choice at 55
For many high-income Canadians, the RRSP has been the obvious place to save for years. The deduction...
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Steve is an expert. He has an always amazing – and impressive… knowledge of tax and investment strategies.
As part of your responses you My husband Vivian and I have received exceptional service from our Financial Advisor, Asante Wealth Management and in particular, Remy Pattynama, who has been very attentive to our needs and guided us whenever we needed assistance.
I feel that Remy really cares, and gives my portfolio the consideration and attention it needs.
Steve is incredibly energetic. Combined with his financial knowledge and attention to detail, I feel really confident about my financial position.
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I have absolute confidence in Steve. He manages everything for us…He’s looked after me the way I want.
Steve’s team – customer service and network of specialists in tax and legal matters – provide the knowledgeable and friendly service we want.
Steve has an eye for detail…thankfully. He caught some important fine print and saved us a lot of money.
For many high-income Canadians, the RRSP has been the obvious place to save for years. The deduction...
Has the thought of estate planning ever felt so overwhelming that it gave you a headache? From a pra...
By Alfred Lam, CFA, Senior Vice-President, and Co-Head of Multi Asset, CI Global Asset Management an...
Many retirement conversations start with a lump-sum target. You may hear that if you want $10,000 a...
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