Subscribe to our weekly email

Please provide your email to sign up for weekly market updates from the McClelland Financial Team at CI Assante Wealth management.

Supporting a child with special needs

From choosing a qualified trustee to combining a registered savings plan with a trust, explore the essential wealth planning strategies designed to give special needs families greater peace of mind....

Read more

Is it time to review your estate plan?

Major milestones like getting married, welcoming a grandchild, or buying a property mean it's time to review your estate plan. Ensure your wealth and loved ones remain fully protected....

Read more

When you’re asked to be an executor

Being named an executor is a privilege, but it is also a complex job. Discover the key legal, tax, and administrative duties involved before you accept....

Read more

Getting a Head Start on Year-End to-Dos

With holiday planning and multiple deadlines on the horizon, you can reduce year-end financial stress by reviewing or initiating registered plans before December....

Read more

Market News: Week Ending September 18, 2026

Read our weekly market news update for the week ending September 18, 2026!...

Read more

Market News: Week Ending September 11, 2026

Read our weekly market news update for the week ending September 11, 2026!...

Read more

Ownership Drives Outcomes: Estate Planning Considerations for Personal Assets

How do you own your personal assets? Learn about solely owned and jointly owned structures....

Read more

Market News: Week Ending September 4, 2026

Read our weekly market news update for the week ending September4, 2026!...

Read more

Market News: Week Ending August 28, 2026

Read our weekly market news update for the week ending August 28, 2026!...

Read more