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Understanding Taxes = Reducing Taxes

  • What are the income tax rates in Canada?
  • Understanding Tax Brackets, Average Tax Rates and Marginal Tax Rates

Retirement and RRSP Planning

  • RRSP Maximum Contributions
  • Life Income Funds (LIF) Rules
  • CPP Contributions Statement

Children/Grandchildren Education

  • University Cost Estimator
  • Ontario Student Assistance Program
  • Tax Benefits Of An RESP

Investor Education

  • Marriage Divorce & Money
  • Division of Property - Divorce, Separation
  • Market Commentary - AGF
  • Capitol Insights - Markets and US Politics
  • Executor Checklist
Dennis O'Brien
Senior Financial Advisor
dobrien@assante.com
Phone: 289-798-5210

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CI Assante Wealth Management Ltd. operates as CI Assante Wealth Management, a fully integrated investment firm offering investment, mutual fund, and exempt-market products and services.

Wealth Planning services may be provided by an accredited advisor of CI Assante Wealth Management or CI Assante Private Client (a division of CI Private Counsel LP) and in some cases, by a non-affiliated third party. Insurance products and services are offered through Assante Estate and Insurance Services Inc.

CI Assante Wealth Management Ltd. is a member of the Canadian Investment Regulatory Organization and Canadian Investor Protection Fund.

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Dennis O'Brien

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