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Well-Advised Newsletter

Well-Advised: Fall 2023 Edition

CI Assante Wealth Management has released the Fall 2023 Well-Advised Newsletter Although the end of

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Financial Planning

Have you planned for digital assets

If you haven’t accounted for your digital property in your will or another document, you’re

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Financial Planning

Preserving estate assets for your heirs

The first things that come to mind when you think of estate planning might be

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Estate Planning

Ways to give to grandchildren

Giving a financial gift to a grandchild can be tremendously satisfying, knowing you’re helping to

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Financial Planning

How to pay little or no tax on RESP withdrawals

Withdrawals from a Registered Education Savings Plan (RESP) are different than those from other registered

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Financial Planning

Why you should watch out for phishing, smishing and vishing

You may think you’ll never fall victim to phishing attacks, but new technologies are making

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Investment products, services and recommendations are offered through and Assante Capital Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

© 2023 CI Assante Wealth Management. All rights reserved.

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