Are you using your Tax-Free Savings Account (TFSA) to its best advantage? Find out about five objectives a TFSA can achieve, and why you might change your TFSA investments over time.

CI Assante Wealth Management is a proud partner of motionball for Special Olympics, which recently hosted its annual 2019 Toronto gala that donated $300,000 for Special Olympics athletic programs across Canada.

When it comes to providing young adults with the tools and resources to become financially independent, look no further than Assante Vancouver Center’s annual Financial Bootcamp.

If investment personality clashes are posing a challenge to your relationship, here are three approaches that may help.

It is important to monitor changes in the applicable laws and rules if your will and estate planning objectives include planning for a beneficiary who has a mental or physical disability.

Any shift in marital status brings with it several changes in your lifestyle, and unique financial planning considerations and solutions. Our expertise in financial planning will ease your tansition and guide you through your new life stage.

Your financial situation may be more complicated as life evolves, but fortunately, you’re not alone when you have an advisor. Here are two examples of couples facing multiple financial issues at once, and how their advisors helps take the worry out of their financial life.

Planning for the number of years that will need to be funded during retirement can be difficult. The retirement income floor strategy can help you determine how much income you will need.

Keeping your will up to date is an extremely important aspect of your estate planning. We generally recommend that you review your will every three to five years to ensure it is up to date.

Has a friend or relative ever asked to borrow money? It can be an awkward situation. We’ve got several issues and guidelines to help you figure out what to do – including how to say no.