Francesca Rea was recently featured in the Globe and Mail article "How advisors can prepare for taking a sabbatical from their practice"

Click here to read the full article 

 

Francesca Rea was recently featured in The Globe and Mail - "How women advisors, clients are working through disproportionate financial impact of COVID-19"

Click here to read the full article:

/documents/50522/50559/How+women+advisors%2C%20clients+are+working+through+disproportionate+financial+impact+of+COVID-19.pdf/22b3ad43-2b1e-4480-b5be-1a617926df44

 

Events

There are no events to show

Protecting Your Estate Webinar

Nov 22, 2022 07:00 PM Eastern Standard Time - Nov 22, 2022 08:00 PM Eastern Standard Time

Estate planning is often the most overlooked aspect of financial planning, yet it is so critical to ensure your loved ones are not left to deal with a mess. In this webinar, you will hear from 3 key players that need to be a part of your estate plan: Laroux Peoples, Wills and Estate Lawyer, Jandy John, Estate and Trust Director from Concentra Trust, and Francesca Rea, Certified Financial Planner.

 

We will discuss:

  • Why estate planning is so critical for you and your loved ones
  • Why having a Will and Powers of Attorney are important
  • Opportunities for tax deferral or minimization
  • Planning for blended families
  • What digital assets are and how they are handled after death
RSVP

Reframing Your Money Story

Nov 01, 2022 07:00 PM Eastern Daylight Time - Nov 01, 2022 08:00 PM Eastern Daylight Time

  • Real money talk for women who want to let go, do less, and be more - together
  • Author Tammy Heermann will identify 7 stories we tell ourselves and teach us how to adjust those conversations
  • Financial Advisor, Francesca Rea, will guide you through those stories and how they impact your financial well-being and money mindset
  • Together they will share tips, tricks, and strategies on how to have more financial abundance in your life

Change your mindset, change the conversation, change your life!

RSVP

The Women's Collection Inc. 2021

Officially Certified to be part of an exclusive group of members with The Women's Collection Inc. 2021 Professional Directory for Her! I am thrilled to have been chosen as one of two investment advisors in Ontario to be listed on this directory.  What an honour and I look forward to working with such a great organization! This is an excellent resource as "The Women’s Collection develops content that educates women on how to wisely make financial decisions that are right for them and their families."

The Women's Collection Inc. Mission

Our mission is to deliver a female focused, comprehensive financial literacy and investment program designed to empower and engage women who want financial freedom and independence. We will help women gain and act on the knowledge they need to define and realize their personal and familial goals. The Women’s Collection aspires to become a trusted partner to and advocate for women who are looking to identify and act on the inherent power they possess.

 

Visit my website:

https://www.thewomenscollection.ca/frea

Home

 
 
 

 

Recent Posts

Lessons from March’s Bank Run

Apr 26, 2023

How many crises can the Fed dodge by printing money? Discover what went on in the banking system in March and what it means for investors going forward....

Read more

Fixed Income Commentary

Mar 29, 2023

How have global economies fared in their battle to reign in inflation? Let’s examine contrasting fiscal policies and the state of global credit....

Read more

Help your child purchase a home with an FHSA

Mar 15, 2023

What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....

Read more

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

CONTACT US →

Francesca Rea CFP®, RRC

Financial Advisor

Leave a Note

Please fill out the form below

Office Address

105 Queen Street South
Mississauga, Ontario
L5M 1K7 Canada