Skip to Main
  • Phone: 514-832-5100
  • English Français
  • HOME
  • OUR TEAM
  • SERVICES
    • INVESTMENT PLANNING ADVICE
    • RETIREMENT COUNSELLING
    • CASH MANAGEMENT
    • TAX & ESTATE PLANNING
    • CHARITABLE GIVING
    • INSURANCE
      • MISSION
        • OUR MISSION
        • FINANCIAL LINKS
        • MARKET COMMENTARIES
          • RESOURCES
          • BLOG
          • TESTIMONIALS
          • CONTACT US
          • LOGIN TO YOUR ACCOUNT →
          • HOME
          • OUR TEAM
          • SERVICES
            • INVESTMENT PLANNING ADVICE
            • RETIREMENT COUNSELLING
            • CASH MANAGEMENT
            • TAX & ESTATE PLANNING
            • CHARITABLE GIVING
            • INSURANCE
          • MISSION
            • OUR MISSION
            • FINANCIAL LINKS
            • MARKET COMMENTARIES
          • RESOURCES
          • BLOG
          • TESTIMONIALS
          • CONTACT US
          • HOME
          • OUR TEAM
          • SERVICES
            • INVESTMENT PLANNING ADVICE
            • RETIREMENT COUNSELLING
            • CASH MANAGEMENT
            • TAX & ESTATE PLANNING
            • CHARITABLE GIVING
            • INSURANCE
          • MISSION
            • OUR MISSION
            • FINANCIAL LINKS
            • MARKET COMMENTARIES
          • RESOURCES
          • BLOG
          • TESTIMONIALS
          • CONTACT US
          • LOGIN TO YOUR ACCOUNT →
          • Language - English
            • English
            • Français

          FINANCIAL LINKS

          Financial Links

          Canadian Financial News

          • Yahoo Canadian Press
          • National Post
          • CBC Business News
          • CBC Newsworld
          • The Globe and Mail

          Stock Exchanges/Quotes

          • Major World Indices
          • Cannex
          • New York Stock Exchange
          • Toronto Stock Exchange
          • NASDAQ

          Tax and RRSP Planning

          • Canada Revenue Agency
          • Canada Revenue Agency for Business
          • Quicken
          • Ufile.ca

          Investor Education

          • Globe Investor - Investor Education
          • Get Smart About Money

          Industry Associations

          • Authorite des marches financiers
          • Investment Industry Regulatory Organization of Canada
          • FP Canada
          • Investment Funds Institute of Canada
          • Mutual Fund Dealers Association of Canada
          Kathie Montgomery
          Senior Investment Advisor
          kmontgomery@assante.com
          Phone: 514-832-5100

          CI Assante logo
          CIPF Logo Canadian Investment Regulatory Organization


          Investment products and services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a dual registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

          Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Assante Financial Management Ltd. is a Member of the Canadian Investor Protection Fund (excluding Quebec) and the Canadian Investment Regulatory Organization.

          © CI Assante Wealth Management. All Rights Reserved.
          Privacy Notice | Legal Notices and Disclaimers | Know Your Advisor: Advisor Report | Accessibility


          • Privacy Policy
          • Legal Disclaimer

          Kathie Montgomery

          • Telephone number
          • Email