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Insights
- Assante a Finalist for Six 2020 Wealth Professional Awards
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Advisor Community
- Assante a Finalist for Six 2020 Wealth Professional Awards
- Serge Savard Invitational Golf Tournament brings in over $350,000 in support of student athletes
- CI Assante Private Client Partners with CAGP for 5th Year in a Row on Strategic Philanthropy
- Basic Training for Financial Recruits
- Assante launches its new Charitable Giving Program
- Assante launches its new Charitable Giving Program
- Wealth Planning Resources | CI Assante Wealth Management
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Market Trends & Investment Insights
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Market Trends & Investment Insights
- Marchello Holditch: How markets and asset classes performed through 2020; outlook for the coming year
- Drummond Brodeur and Jeff Elliot: Growth opportunities during the pandemic; impact of vaccinations on fiscal policy; macro-economic outlook
- Peter Hofstra: Portfolio positioning within our Canadian Alpha and Value strategies
- Nick Griffin and Akilan Karuna: The risks and opportunities that lie ahead for global equity markets
- Marchello Holditch: Overview of his team’s investment philosophy.
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Market Trends & Investment Insights
- Roberto Katigbak: First asset enhancement Short Duration Bond Fund
- Peter Hofstra: Insights on where we stand today following weeks of market volatility
- Laurel Durkay: Overview of Cohen & Steers Inc. outlook for the U.S. real estate securities portfolios
- Malcolm White & Jeremy Yeung: How the tech sector was one of the best performers through the COVID-19 pandemic
- Marchello Holditch: Mid-year review of investment themes in first half of 2020 and reviewed changes to position their portfolios for future growth
- Peter Hofstra: Proprietary investment process, designed to optimize returns with a focus on resilient and high-performing business models
- Marchello Holdich: Macro market and economic outlooks and alternative investment strategies
- Sean Etherington & Drummond Brodeur: Overview on what’s transpired and what lays ahead for the markets through the COVID-19 pandemic
- Marchello Holditch: Update on what's happening in global markets through the COVID-19 pandemic
- Sean Etherington, Bob Swanson and Cheryl Norton: Update on global markets as well as wealth planning strategies business owners should be aware of during COVID-19
- Sean Etherington and Peter Hofstra: An update on their economic and market outlook
- Sean Etherington and Marchello Holditch: A deeper look at our Evolution and Private Client programs and how our portfolios are positioned to mitigate volatility
- Matthew Strauss and Alexandra Gorewicz: What's happening in the global markets, interest rates and global bonds
- Peter Hofstra and Marchello Holditch: Outlook of the broader investment landscape and why active management and a balanced portfolio are critical to remaining opportunistic
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Market Trends & Investment Insights
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Wealth Planning Insights
- Assante a Finalist for Six 2020 Wealth Professional Awards
- Serge Savard Invitational Golf Tournament brings in over $350,000 in support of student athletes
- CI Assante Private Client Partners with CAGP for 5th Year in a Row on Strategic Philanthropy
- Basic Training for Financial Recruits
- Assante launches its new Charitable Giving Program
- When should you start CPP/QPP and OAS benefits?
- Beware of fraud targeting seniors
- Can you retire earlier?
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Investments
- Minimize Tax on Retirement Income
- Choosing an RRIF or RRSP Beneficiary
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- Starting CPP/QPP and OAS Benefits
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- How to make tax-smart RESP withdrawals
- Are RRSPs still the best choice?
- Assante Private Client offers alternative investments as part of a comprehensive wealth planning solution
- Registered Disability Savings Plan 101
- Does your group insurance need a boost?
- Aligning your TFSA with Financial Goals
- Investing for Kids - Learn About TFSAs
- How to minimize the OAS clawback
- Investing in the home stretch
- Time for an RESP checkup?
- Life & Health Insurance in Retirement
- Lesser-known ways to profit and save
- Borrowing to invest
- When’s the best time to invest?
- Responsible investing is also smart investing
- Concerned about inflation?
- Should You Invest in Cryptocurrencies?
- Can your risk tolerance change?
- Buy low, sell high—the challenges and opportunities
- Beware of fraud targeting seniors
- In the world of investing, time is your friend
- Ever get emotional about your investments?
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INSIGHTS
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- Looking Ahead: U.S. Election Insights
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- Is cryptocurrency for investors or speculators?
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- 2021 Year-End Statement and Tax Receipt Mailing Schedule
- 2022 Assante Private Pools and Optima Strategy Year-End Statement and Tax Receipt Mailing Schedule
- 2022 Year-End Statement and Tax Receipt Mailing Schedule
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