In case you missed our Wealth Matters webcast on July 12th, we are providing some key highlights on what forces are driving the market’s behavior, how we are responding to this in our Assante Private Portfolios and best practices in the current market atmosphere. This session was presented by Stephen Lingard, Senior Portfolio Manager and […]
In case you missed our webinar on November 18, 2021, we hosted a one-hour financial education session. Highlights and where to find various topics are included below: Overview of financial accounts – 04:50 Refresher on RESP Accounts- 09:50 RRSPs vs TFSA- 19:34 Retirement Income-33:35 Insurance & Estate Planning- 42:50
Peter Hofstra, Senior Vice President and Senior Portfolio Manager at CI Global Asset Management shares with us his team’s process for investment and risk management. As well, we look at what is happening in the markets now, how it is different that what the last decade looked like and what it means for current stock […]
In case you missed our webinar, we reviewed everything you need to know about Registered Education Savings Plans. This webinar is suitable for anyone considering opening up an RESP for the first time, anyone who already has an RESP account and for those who are about to or who have already started withdrawing from their […]
On April 27th we hosted a virtual recap of the recently released 2021 Federal Budget and the impact it may have on your investments, tax planning and business. Highlights and where to find each are included below: Proposal of a new Luxury Tax on certain high end vehicles and boats and aircrafts – 10:25 Canada Wide Early […]
With world health and climate change on the forefront of many news articles these days, Socially Responsible Investing is becoming more and more popular. Terms like ‘Environmental’, ‘Social’ and ‘Governance’ are making noise in the investment industry as investors are seeking solutions that align their personal values with their investment portfolios. In this webinar, we […]
One of the most commonly asked questions we receive from new investors, is whether or not they should be investing in a TFSA or RRSP. Even for investors that already hold these accounts, we are often asked which one they should be contributing to, or if they should be contributing to both. While TFSAs and […]
By not having a Will or having an outdated one, your final intentions could go unactioned, leaving loved ones without the inheritance you had planned for them. Wills are not just for older generations. Anyone with assets or dependents can benefit from creating a Will and ensuring it is kept up to date. In this […]
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