Navigating Wealth for a Secure Tomorrow

CI Assante Wealth Management has released the Fall 2023 Well-Advised Newsletter Although the end of the year is still a couple of months away, I

If you haven’t accounted for your digital property in your will or another document, you’re not alone. This is often overlooked when planning an estate.

The first things that come to mind when you think of estate planning might be your will, beneficiaries and executor or estate administrator. However, another

Giving a financial gift to a grandchild can be tremendously satisfying, knowing you’re helping to make a difference in a loved one’s life. The first

Withdrawals from a Registered Education Savings Plan (RESP) are different than those from other registered plans. With an RESP, some withdrawals are taxable, while others

You may think you’ll never fall victim to phishing attacks, but new technologies are making online and phone scams more dangerous. Also, other family members

Technology is disruptive. This statement is somewhat true, somewhat untrue. Disruptive tech of the past Since the introduction of the personal computer in the ‘80s,

Headline inflation has been the single biggest macro factor affecting financial markets over the past 18 months due to the resulting impact on global monetary