A leader in Canadian wealth management. Un chef de file en matière de gestion de patrimoine. Website / Site web: https://nitter.gq/t.co/ozltRCAHZr
Canada
Joined July 2012
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CI Assante Wealth Management retweeted
Five steps to take when you lose your #job. “What you’re trying to do as much as possible is to stop any additional #cash outflow until you can get back up on your feet and running again,” says Alim Dhanji @BeWellAdvised tgam.ca/3YdXeZs @wellingtonaltus @NextGenOfWealth
CI Assante Wealth Management retweeted
On behalf of all the children who will be visiting the Magic Castle at The Princess Margaret, we would like to extend a sincere thank you to all those who attended the One Life Gala, proudly presented by CI Assante Wealth Management Circle of Giving Advisors.
CI Assante Wealth Management retweeted
How to meet #financialplanning needs of newcomers. “In many countries, people live without any type of debt their whole lives. Here, debt & credit are an accepted fact of life & you need to build that” says @TinaTehranchian @BeWellAdvised tgam.ca/3E5yhsC @RaymondJamesCDN
CI Assante Wealth Management retweeted
As a Certified Financial Planner, governed by the Financial Planners Standards Council, we’re notified whenever, for example, we need to change our assumptions about the inflation rate, as standard financial planning practices.
CI Assante Wealth Management retweeted
#Grandparents see costs of education, homes, high interest rates, inflation & recognize grandchildren face hurdles. “We’re working with clients who have multiple #grandchildren to create a plan for helping” says @maili_wong @wellingtonaltus tgam.ca/3QBhuRQ @BeWellAdvised
CI Assante Wealth Management retweeted
#Grandparents see costs of education, homes, high interest rates, inflation & recognize grandchildren face hurdles. “We’re working with clients who have multiple #grandchildren to create a plan for helping” says @maili_wong @wellingtonaltus tgam.ca/3QBhuRQ @BeWellAdvised
CI Assante Wealth Management retweeted
How Tax-Free First Home Savings Account can be used beyond buying a #home. “Contributions are tax-deductible & withdrawals including #investment growth... are #tax-free” says Sean Hsu of @NextGenOfWealth @reneeswilliams reports tgam.ca/3vKqIBz @CIGlobalAsset @nicolawealth
CI Assante Wealth Management retweeted
WP recognizes 35 financial professionals who have distinguished themselves through outstanding client service. Meet them at hubs.ly/Q018rrQp0
CI Assante Wealth Management retweeted
It’s Bell Let’s Talk Day! Check out how these celebrities look after their own mental health and join the conversation. For each video view, Bell donates an additional 5¢ to Canadian mental health initiatives. #BellLetsTalk
CI Assante Wealth Management retweeted
You know #financialplan covers more than #investments but do #clients? 4 in 5 say a plan is just about investments. “It comes down to #FinancialLiteracy & #advisors should be using strategies to educate” says @iftkharmahmood1 tgam.ca/3fn18e8 @BeWellAdvised @IGWealthMgmt
CI Assante Wealth Management retweeted
You know #financialplan covers more than #investments but do #clients? 4 in 5 say a plan is just about investments. “It comes down to #FinancialLiteracy & #advisors should be using strategies to educate” says @iftkharmahmood1 tgam.ca/3fn18e8 @BeWellAdvised @IGWealthMgmt
CI Assante Wealth Management retweeted
🙏 Our sincere gratitude to @BeWellAdvised, who was the first donor to the #AbbyDisasterReliefFund. They also challenged other organizations to match or exceed their donation. Thank you! Please donate today: bit.ly/3wXjWsu
@goUFV @ACOC
#BCflood #FraserValley
CI Assante Wealth Management retweeted
Why should your #investments focus on #taxes as much as returns? Rebecca Hett spoke with @financialpost about #taxalpha and the importance of choosing assets based on their #tax implications. ow.ly/efzx50GTFxI
CI Assante Wealth Management retweeted
Thank you to all who helped kick off our #EastsideCultureCrawl25 festivities this past preview weekend! A special thanks to our partners & platinum sponsors: @BeWellAdvised, @Herschelsupply, @BeedieBuilt, @Strange_Fellows, @RuthAndDavid, @onnigroup & Westcoast Reduction.
CI Assante Wealth Management retweeted
#Moving during #covid19 whether for #work, #retirement or cheaper #lifestyle reasons has #tax consequences within provinces that some don’t realize. Here’s what needs to be considered financially & personally. tgam.ca/31X4r8w @JamieGolombek @jasonpereira @BeWellAdvised
CI Assante Wealth Management retweeted
@CroweWealth and Karen Harrison of @CanaccorGenuity, @BDCWealth of @nationalbank and @TMFGThornhill of @BeWellAdvised discuss how the pandemic has resulted in permanent changes in their communications and how they manage their businesses.
theglobeandmail.com/investin…
CI Assante Wealth Management retweeted
Bank of Canada maintains policy rate and forward guidance, ends quantitative easing #economy #cdnecon ow.ly/1uIK50GzkMf
CI Assante Wealth Management retweeted
This week our parent company, CI Financial, announced total assets under management as at September 30, 2021 of $320.4 billion. Read more: ow.ly/atdz50GtUey
CI Assante Wealth Management retweeted
“You could have definitely rebuilt your credit rating during COVID-19. ... [But now] we’re reopening … and I worry that we’re just going to go back to the way things were when Canadians were overspending,” says @assante_laura at @BeWellAdvised.
theglobeandmail.com/investin…
CI Assante Wealth Management retweeted
Mutual fund sales continued to outpace inflows into ETFs last month, according to the latest figures from the Investment Funds Institute of Canada (IFIC).
hubs.ly/H0YxK3c0