Poeta Warner Group - CI Assante Wealth Management Ltd.

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

Feel a headache brewing every time you so much as think about embarking on estate planning? Here's a simple place to sta...
06/11/2026

Feel a headache brewing every time you so much as think about embarking on estate planning? Here's a simple place to start: list everything you own and how you own it. Find out how breaking down your assets by ownership—personal, corporate or trust—can help you craft an estate plan that realizes your wishes. https://ow.ly/Hj2g50YLf9G

When you welcome a new child into your family, you'll experience financial changes that go well beyond incorporating the...
06/10/2026

When you welcome a new child into your family, you'll experience financial changes that go well beyond incorporating the cost of diapers into your monthly budget. Three important areas to tackle around naps (the baby's and yours) include considering life insurance, updating your will and saving for education. Learn more here. https://lnkd.in/eNNBqm_X

Do you have thoughts on the kind of funeral service you want, a list of people who should be invited and a preferred cha...
06/09/2026

Do you have thoughts on the kind of funeral service you want, a list of people who should be invited and a preferred charity to receive donations in your memory? Writing your ideas down for loved ones can make it easier for them, as well as ensuring you're honoured as you wish. Find tips on how to get started here. https://ow.ly/ZHrS50YO9u5

Geopolitical tensions and a sharp rise in are driving and weakening investor sentiment. With the U.S midterm electio...
06/08/2026

Geopolitical tensions and a sharp rise in are driving and weakening investor sentiment. With the U.S midterm elections approaching, more instability is expected. Yet history suggests that strong returns often follow periods like this. Find out why staying invested may be key, even as uncertainty remains elevated. https://ow.ly/JCg750YUyms

Couples without children have unique wealth planning issues and opportunities. Read about important considerations relat...
06/05/2026

Couples without children have unique wealth planning issues and opportunities. Read about important considerations related to retirement, insurance and estate planning, as well as the benefits of flexibility in career choices and lifestyle options. Taking strategic steps now can help set you up for a more secure financial future. https://ow.ly/mrC450YFg9j

Within couples, it isn't unusual for one partner to be primarily a saver while the other is primarily a spender—and that...
06/05/2026

Within couples, it isn't unusual for one partner to be primarily a saver while the other is primarily a spender—and that may cause conflict. If you're in this situation, here are tips on how to work together to move toward a healthy middle ground. Communication and goal-setting can help you find an approach to money that works for everyone. https://ow.ly/6HJ250YyH0h

Buying a first home is a big step—and an expensive one. Parents often want to help out but aren't sure how to contribute...
06/04/2026

Buying a first home is a big step—and an expensive one. Parents often want to help out but aren't sure how to contribute without risking their own financial security. Approaches include contributing to a First Home Savings Account, gifting money, lending money or co-signing the mortgage. Find out more about each strategy here. https://ow.ly/lHpj50YBjMs

Address

2-363 Falconbridge Road
Greater Sudbury, ON
P3A5K5

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

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+17055211444

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