Disability insurance for your most valuable assets

father and adult daughter

You likely have insurance right now that protects your income if you can’t work because of an illness or injury. But find out if that insurance gives you all the coverage you may need.

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Couples without children approach financial planning differently

african american couple

The financial media focuses on couples with children, but there’s almost an equal number of couples without children. We’ve got financial planning insights for this hidden demographic.

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Walking for friendship and family

Lorne Kronish and his daughter Ashley

For five years, Lorne Kronish has been involved in Walk4Friendship. This event raises funds for programs benefitting special needs individuals.

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Sharing CPP (and/or QPP) Retirement Pension Benefits

Portrait of retired couple

For couples, pension incoming splitting and pension sharing are two ways you can adjust your taxable income reduce total taxes.

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Serge Savard Invitational Golf Tournament brings in over $350,000 in support of student athletes

Serge Savard Invitational Golf Tournament

Peter Pomponio, Managing Director of Assante Quebec, is partnering with some of Canadian hockey’s top stars to fulfill a $5-million-dollar donation goal for student athlete development programs at the University of Sherbrooke.

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CI Assante Wealth Management partners with WealthBar to launch online investing platform

Young couple on tablet

CI Assante Wealth Management broadens the reach of its advice with a new online investing platform pairing leading-edge technology and award-winning portfolio management.

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Difficult financial decision? Advice makes it easier.

Adult daughter embracing mother

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.

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Should a retirement plan include your home?

Retired couple meeting with financial advisor

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. 

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How to choose a beneficiary for your RRSP or RRIF

African grandmother and granddaughter

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.

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Teaching your children how to manage money

Young family gathering around piggy bank

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.

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