This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Marchello Holditch, Vice- President and Portfolio Manager of CI Multi- Asset Management. In this webcast, Marchello will set the stage for CI Multi- Asset Management’s 2021 market outlook, and announce upcoming changes to the Evolution Private Managed Portfolios’ […]
In addition to providing you with a recap of the financial markets year to date, we would also like to invite you to our Wealth Matters webcast, providing timely investment and global market updates and outlook. This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Marchello Holditch, […]
When it’s time to withdraw funds from a Registered Education Savings Plan (RESP), tax planning may be involved. It’s all because an RESP is composed of two pools of money, one taxable and one non-taxable – and you choose the pool for each withdrawal. One pool is your original contributions. Post-secondary education contribution withdrawals, as […]
