Corner Financial Partners
Bill - Gord - Mike - Clint
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
-
End of year reminders and strategies
September 27, 2019 • Investment Planning
We’ve got some financial to-dos to stay on track and tips to come out ahead. All must be completed by December 31, and some will be achieved more smoothly if you start early.
Read more… -
How to choose a beneficiary for your RRSP or RRIF
September 27, 2019 • Estate Planning, Tax Planning
Do you think that designating a beneficiary for your RRSP or RRIF is as simple as filling a box on a form? You might be surprised by the thought involved beforehand and choices available.
Read more… -
Teaching your children to manage money
September 27, 2019 • Financial Literacy
You have the power to instill financial habits in your children that can last their lifetime. Learn about valuable teaching moments for tweens, teens and college and university students.
Read more… -
Should a retirement plan include your home?
September 27, 2019 • Retirement Planning
A significant cash surplus from downsizing could boost your retirement income. But find out how practical, psychological and estate planning factors influence whether you stay or go.
Read more… -
Decisions, decisions, decisions…
September 27, 2019 • Financial Planning, Lifestyle
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.
Read more…
© 2021 CI Assante Wealth Management
Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.