Did you know that an RESP is composed of two different pools of money? We’ll explain how RESP withdrawals work and how you can minimize or eliminate any tax.

CI Assante Wealth Management’s service excellence has been acknowledged with seven nominations at this year’s Wealth Professional Awards in notable categories such as firm and advisor of the year.

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.

The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. Here’s what you need to know.

Do you have a child with special needs or a spouse or parent with an illness or disability? While you devote so much extra time providing care, we can help out with the financial aspect of care.

Making smaller cash donations is straightforward. But making a large charitable gift involves an almost overwhelming number of donation methods. We’ve got a way to simplify your choices.

Finance Minister Eric Girard tabled the 2020 Quebec provincial budget on March 10, 2020. With the March 2020 budget plan, the government is planning to provide environmental leadership, continue to invest in education and increase labour market participation.

On March 25, 2020, due to uncertainty caused by COVID-19, Ontario Minister of Finance Rod Phillips released an economic and fiscal update for the province in place of a budget. Here's what you need to know.

Finance Minister Scott Fielding tabled the 2020 Manitoba provincial budget on March 19, 2020. Here's what you need to know.

The federal government has enacted several legislations aimed at stabilizing the economy during the COVID-19 pandemic. Here's what you need to know.