Poeta Warner Group - CI Assante Wealth Management Ltd.

Poeta Warner Group - CI Assante Wealth Management Ltd. CI Assante Wealth Management Ltd.

How do world events affect investment markets? Investing would be so much easier if there were one simple answer. The tr...
08/03/2026

How do world events affect investment markets? Investing would be so much easier if there were one simple answer. The truth is, sometimes there's no effect, sometimes there's a short-term correction, and sometimes recovery takes a long time. Here's why the best course of action is to stick to your financial plan.
https://ow.ly/vphe50ZgSMe

Three years ago, people thinking about buying their first home got a new way to save money and taxes. The First Home Sav...
07/31/2026

Three years ago, people thinking about buying their first home got a new way to save money and taxes. The First Home Savings Account (FHSA) lets you grow and withdraw money tax-free, and also comes with a tax deduction for contributions. Learn strategies to help you make the most of your FHSA.
https://ow.ly/niqR50ZiFPU

Is it time to set up a Registered Retirement Income Fund (RRIF)? Since all withdrawals from a RRIF are taxable, it's wor...
07/30/2026

Is it time to set up a Registered Retirement Income Fund (RRIF)? Since all withdrawals from a RRIF are taxable, it's worth doing some planning to minimize the tax liability. Here are a mix of strategies you can put in place when you set up your RRIF and over the years that follow. https://ow.ly/HWef50Zljef

What are you using your Tax-Free Savings Account (TFSA) for? There's no wrong answer. Whether you're saving for a first ...
07/29/2026

What are you using your Tax-Free Savings Account (TFSA) for? There's no wrong answer. Whether you're saving for a first home, education, retirement or all of the above, you can benefit from a TFSA's tax-free growth and tax-free withdrawals. Explore how this flexible account helps people in every generation realize their goals.
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Address

2-363 Falconbridge Road
Greater Sudbury, ON
P3A5K5

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17055211444

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