Join us on Tuesday April 27 at 10am EST as we review the recently released 2021 Federal Budget and the impact it has on businesses, your investments, and tax planning. This webinar will be hosted by our team alongside Wilmont George Jr. Vice- President, Tax, Retirement and Estate Planning at CI Global Asset Management Inc. […]
With world health and climate change on the forefront of many news articles these days, Socially Responsible Investing is becoming more and more popular. Terms like ‘Environmental’, ‘Social’ and ‘Governance’ are making noise in the investment industry as investors are seeking solutions that align their personal values with their investment portfolios. In this webinar, we […]
With world health and climate change on the forefront of many news articles these days, Socially Responsible Investing is becoming more and more popular. Terms like ‘Environmental’, ‘Social’ and ‘Governance’ are making noise in the investment industry as investors are seeking solutions that align their personal values with their investment portfolios. In this webinar, we […]
One of the most commonly asked questions we receive from new investors, is whether or not they should be investing in a TFSA or RRSP. Even for investors that already hold these accounts, we are often asked which one they should be contributing to, or if they should be contributing to both. While TFSAs and […]
By not having a Will or having an outdated one, your final intentions could go unactioned, leaving loved ones without the inheritance you had planned for them. Wills are not just for older generations. Anyone with assets or dependents can benefit from creating a Will and ensuring it is kept up to date. In this […]
Did you know that 51% of Canadians don’t have a Will, and only 35% say they have one that is up to date.[1] By not having a Will or having an outdated one, your final intentions could go unactioned, leaving loved ones without the inheritance you had planned for them. Wills are not just for […]
In addition to providing you with a recap of the financial markets year to date, we would also like to invite you to our Wealth Matters webcast, providing timely investment and global market updates and outlook. This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Marchello Holditch, […]
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Peter Hofstra, Chief Investment Officer and Senior Portfolio Manager of Harbour Advisors. In this webcast, Peter will give an overview of the […]
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Marchello Holditch, Vice-President and Portfolio Manager of CI Multi-Asset Management. In this webcast, Marchello will provide a mid-year review of the investment […]
When it’s time to withdraw funds from a Registered Education Savings Plan (RESP), tax planning may be involved. It’s all because an RESP is composed of two pools of money, one taxable and one non-taxable – and you choose the pool for each withdrawal. One pool is your original contributions. Post-secondary education contribution withdrawals, as […]
