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northern ontario

Blog & Knowledge Hub

At CI Assante Wealth Management we understand the importance of knowledge. That’s why we offer you a selection of blog articles on a variety of topics related to wealth management and financial planning. We also offer a series of financial tools and calculators. Enjoy your reading! Feel free to contact us in North Bay, Sturgeon Falls, or New Liskeard with any questions you may have.

Blog

Knowledge Hub

Financial Planning

Cash Flow Get a better idea of where your money goes by creating a personal cash flow statement. 

Net Worth  Calculate what you own and what you owe – an important step in planning your financial future. 

Investor Profile  Understanding yourself as an investor is important when creating an effective investment portfolio. 

Retirement Planning 

Inflation and Retirement Income — Estimate how much more income you will need at retirement to maintain the standard of living that you have today. 

Will the Money Last? — Estimate how long your retirement savings will last if you make regular, annual income withdrawals and factor in inflation. 

RRIF Payment — Calculate your RRIF payment and see how long the funds with last. 

TFSA vs RRSP — Find out how your marginal tax rate, and whether you invest or spend your RRSP tax refund, affects the growth of your TFSA or RRSP. 

Education Planning 

Tax Benefits of an RESP — Discover how tax sheltered growth in an RESP can build a post-secondary school education fund for your children. 

Hub
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