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Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
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How did you react to market volatility?
December 18, 2020 • Financial Planning
Find out about three ways investors may react to a significant market downturn. Then see if your own reaction might prompt a change to your investment portfolio.
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Tapping an RRSP for a home or an education
December 18, 2020 • Lifestyle
The Home Buyers’ Plan and Lifelong Learning Plan allow for tax-free withdrawals from a Registered Retirement Savings Plan (RRSP). Find out if it’s worthwhile financially.
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Does your group insurance need a boost?
September 16, 2020 • Insurance Planning
Considering each person has unique insurance needs, group life and health insurance plans do an excellent job in providing coverage. But you may have a gap or two that needs to be filled.
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Why the money talk matters
September 16, 2020 • Financial Literacy
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.
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How to minimize tax on retirement income
September 16, 2020 • Retirement Planning
It’s something you don’t often realize until you retire, but tax becomes one of your biggest expenses in retirement. We’ve got a few strategies that can help you trim your tax bill.
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Maintaining financial peace of mind
September 16, 2020 • Financial Planning
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.
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When selling an investment is a tax win
September 16, 2020 • Tax Planning
In the world of investing, there will always be an investment that underperforms. Find out how selling an investment that’s suffered a capital loss can end up saving you in taxes.
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When to review your estate plan
June 18, 2020 • Estate Planning
You may be surprised by the number of life situations that call for changes to an estate plan. We’ll cover the situations that might prompt you to review yours.
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When to make a move to safety
June 18, 2020 • Retirement Planning
There’s a right time and a wrong time to make your portfolio more conservative. Find out how the right move at the right time keeps you on track to reach your investment objectives.
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Can you retire earlier?
June 18, 2020 • Retirement Planning
You don’t have to win the lottery. Find out the more common reasons why some people may consider retiring earlier than planned.
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© 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.
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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.