When it comes to investing, it is a disciplined approach that pays the greatest dividends.
We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we’ll implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap programs.
Assante - an exclusive suite of managed portfolios
As an Assante client, you have exclusive access to the customized United Financial brand of solutions managed by CI Investments Inc. With active management from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies.
For high net worth clients with more complex wealth planning needs, you’ll benefit from the exclusive Private Client option through the United Financial division of CI Private Counsel LP.
Savings Growth — Estimate the future value of your savings by changing the investment amounts, rates of return and years of growth.
Cost of Waiting to Invest — See how much more you will have in your retirement fund if you start investing now.
Real Rate of Return — This tool determines the real rate of return on a taxable investment after taking taxes and inflation into account, and illustrates what the investments will be worth, in after tax dollars.
RRSP Tax Savings — Estimate the tax savings on your RRSP contribution. You can enter three different amounts to compare the savings.
TFSA vs Taxable Investment — Discover the tax-free growth advantage of investing in a TFSA instead of taxable investment.
Income Tax — Estimate the taxes you owe based on your taxable income and the province you live in.
Start Education Planning Now — See how saving early can make a significant difference.
Tax Benefits of an RESP — Discover how tax sheltered growth in an RESP can build a post-secondary school education fund for your children.