Events

A promotional event flyer titled “Financially Savvy, Financially Secure.” On the left, a woman sits on a couch holding a cup and looking thoughtfully into the distance.

Financially Savvy, Financially Secure

Event date and time from May 05, 2026 06:00 PM Eastern Daylight Time to May 05, 2026 08:00 PM Eastern Daylight TimeMay 05, 2026 06:00 PM Eastern Daylight Time - May 05, 2026 08:00 PM Eastern Daylight Time

Event location CI Assante Wealth Management Ltd. 2020 TransCanada Highway, Suite 200, Dorval, QuebecCI Assante Wealth Management Ltd. 2020 TransCanada Highway, Suite 200, Dorval, Quebec

Join us for an empowering and insightful evening designed to help women build confidence and take control of their financial well-being.

This engaging seminar will explore the key principles of financial literacy, including understanding your relationship with money, the importance of proactive planning, and the essential building blocks of long-term financial security. Through practical insights and real-world strategies, attendees will gain a clearer perspective on how to make informed financial decisions with confidence.

 

Led by industry professionals, this interactive session will provide actionable takeaways and simple, effective steps to help you strengthen your financial foundation and plan for the future.

What you’ll gain:

  • A deeper understanding of how to approach and manage your finances
  • Practical tools to help you feel more prepared and in control
  • Clear, actionable steps to support your financial goals
  • Confidence to make informed financial decisions
  • Whether you're just beginning your financial journey or looking to refine your strategy, this session is designed to leave you feeling informed, empowered, and financially secure.

 

Hosted by: Heather Borrelli, Senior Wealth Advisor
Guest Speaker: Gabby Gooding, Director, Advisor Development

 

Spots are limited. Early registration is encouraged.

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Flyer for “Retirement Is Evolving: Are You Ready?” seminar on April 8, 2026 at 6:00 PM in Dorval, Quebec, featuring two women reviewing financial documents. Hosted by Heather Borrelli and Jessica Tambasco, with guest speaker Gabby Gooding

Retirement Is Evolving: Are You Ready?

Event date and time from Apr 08, 2026 06:00 PM Eastern Daylight Time to Apr 08, 2026 08:00 PM Eastern Daylight TimeApr 08, 2026 06:00 PM Eastern Daylight Time - Apr 08, 2026 08:00 PM Eastern Daylight Time

Event location CI Assante Wealth Management Ltd. 2020 TransCanada Highway, Suite 200, Dorval, QuebecCI Assante Wealth Management Ltd. 2020 TransCanada Highway, Suite 200, Dorval, Quebec

Retirement looks different than it did a generation ago.

The traditional concept of retirement has changed significantly. With many individuals now spending 30 years or more in this stage of life, thoughtful and strategic planning is essential to ensure both financial security and a fulfilling lifestyle.

 

Join us for an informative and engaging session designed to help you better understand the evolving landscape of retirement. This event will provide valuable insights into navigating financial complexities, planning for a meaningful post-career life, and making informed decisions that support your long-term goals.

 

During this session, attendees will:

  • Gain a clearer understanding of the financial considerations associated with a longer retirement
  • Explore strategies for creating a purposeful and fulfilling lifestyle beyond their primary career
  • Receive expert guidance on building a comprehensive plan for the future

The session will be hosted by Heather Borrelli, Senior Wealth Advisor at CI Assante Wealth Management Ltd., and will feature guest speaker Gabby Gooding, Director of Advisor Development, Practice Management.

RSVP