Retirees

Now is your time to live life and have fun

Let us make life planning easy for you.

 

You love your children…..and your grandchildren

Our planning incorporates helping your family and the next generations.

 

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Retirees

Life is complicated, so is Wealth

We think about your financial planning 365 days a year, so you don’t have to.

 

Helping your community be a better place

Our planning includes philanthropy and magnifying your gifts to the charities you love and support.

 

Healthcare Professionals

Special Report - The Top 6 Critical Questions to ask a Financial Planner

Coming Soon

Our Guiding Values

 

Purpose

Let us align your financial plan with your values and the reason you are here.

 

Family

Family is everything, so let us incorporate them into your planning.

 

Community

Sharing in your success with the less fortunate and improving your community is important to you. Planning for this is one of our favourite things.

 

Clarity

Planning with clarity illuminates where you are going and makes decision making easy.

Meet Our Team

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Focus on what matters and we will take care of the rest!

Special Report - Create Your Family’s Philanthropic Plan: 6 Key Steps to Consider

Download Now

The Most Commonly Asked Questions:

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Am I making smart decisions about my money?

Happy family

How do I help my children now and in the future?

Happy couple looking at computer

How do I reduce my taxes?

Man presenting gift to a woman

How do I give to charities now and in my will?

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When life happens, who's there to guide me?

 

Schedule a Conversation With Rich

 

Featured In

 

Is Cash Making a Comeback?

Morningstar.ca I 2024-03-05

Morningstar’s journalist, Ashley Redmond, recently contacted Rich. As a Senior Financial Planner and Financial Expert, she sought his insights regarding a recent study that uncovered an unexpected increase in cash transactions. Read the full article here: Is Cash Making a Comeback?

 

 

Insights

When a wealth plan is fluid

CI Assante Wealth Management |
Categories
Financial Planning
Tax Planning
Estate Planning
Retirement Planning
Business Owners
Lifestyle
A wealth plan identifies your life goals and provides you with a personalized wealth management strategy to meet your financial milestones and achieve each objective. However, a wealth plan isn’t something you set and forget. Goals may change Over the years, your goals themselves will change—one will be reached, another may be modified and perhaps a new goal will be added. For example, having saved for a child’s wedding could be one goal completed, while...

Planning for market volatility

CI Assante Wealth Management |
Categories
Financial Planning
Retirement Planning
Economic Insights
In the early months of 2020, the coronavirus outbreak led to a sudden market meltdown—only to be followed by a surprisingly quick recovery by the summer. Not long after, in 2022, equity markets around the world entered bear market territory. In 2023, the markets rallied. It’s no wonder that many investors today have volatility on their minds. The reality is that, historically, market volatility is normal. Periods of high volatility can extend for multiple quarters...

Will your parents need your help?

CI Assante Wealth Management |
Categories
Financial Planning
Tax Planning
Estate Planning
Financial Literacy
The day may come when your parents find it more difficult to take care of their financial matters. Your help can make a difference, whether it’s in the form of your time, advice or financial assistance. Not all parents are comfortable sharing their financial life with their children, but your efforts in getting them to share can be well worthwhile. Say a parent eventually requires private health care support to continue living in their home...