Insights & Resources

March 21, 2023

Wealth & Wisdom Webcast – Wednesday, March 29 at 7:00 pm ET

by Jacqueline Ozdemir in Events

Learn how to navigate financial markets and plan your retirement income in 2023, with David De Pastena, Vice President of National Accounts and Portfolio Solutions at Dynamic Funds. David De Pastena has over 21 years of experience working in client advice and institutional asset management. David is...

March 21, 2023

A Strategic Approach to Minimizing Probate Fees

by Steven Ferguson in Articles

It is a fact that tax implications are an inevitable part of financial decision-making. However, many individuals struggle to grasp the nuances of tax regulations and often find themselves at a loss when it comes to minimizing their tax exposure. In this article, we would like to share a case of our...

March 15, 2023

Silicon Valley Bank’s failure and its impact on markets

by CI Assante Wealth Management Ltd in Market Commentary

By CI GAM Investment Management team and CI Global Asset Management Silicon Valley Bank: a brief company overview SVB Financial Group (SIVB US) is a diversified financial services company, which provides personalized financial solutions to private equity/venture capital professionals and executives...

March 10, 2023

Should you delay your OAS pension?

by CI Assante Wealth Management Ltd in Articles

https://www.youtube.com/watch?v=obziEU0_jtk&t=1s Last summer, Old Age Security (OAS) benefits permanently increased for the first time in almost 50 years. The payment increase is 10% and applies to seniors aged 75 and older. This increase gets a further boost when seniors delay starting their...

March 2, 2023

RRSP VS. TFSA

by CI Assante Wealth Management Ltd in Articles

https://youtu.be/7XS-0G0lGaI RRSP: Registered Retirement Savings Plans RRSPs allow you to invest for the future while reducing your tax liability in the present, subject to certain limits. Investment growth within the plan is sheltered from tax until it is withdrawn. RRSPs can be used in conjunction...

March 1, 2023

Maximizing Tax Savings with Spousal RRSP Contributions

by Jacqueline Ozdemir in Articles

We often see clients looking to make contributions to their RRSPs in order to save on taxes and plan for their future retirement. This was the case for two clients of ours, Megan and Mark, who were interested in making a contribution using funds from their non-registered account. One of the key fact...

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Wealth & Wisdom Webcast – Wednesday, March 29 at 7:00 pm ET

A Strategic Approach to Minimizing Probate Fees

Silicon Valley Bank’s failure and its impact on markets

Should you delay your OAS pension?

RRSP VS. TFSA

Maximizing Tax Savings with Spousal RRSP Contributions

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