Monthly Minute
December 2020 - news & updates
Market Updates
Listen to Wealth Matters Market Updates with CI Investments' top portfolio managers.

With investors tracking factors such as climate change, diversity and inclusion, ESG integration is essential for Canadian businesses. Learn more about value driven ESGs.

The federal rent subsidy program for businesses hurt by COVID-19 is open. Read more about the new Canada Emergency Rent Subsidy.
Tax Planning
Do you have a Non-Registered Account? Ensure you look at any gains and losses triggered for 2020. Also recognize most distributions are now announced and may trigger some additional tax implications. Need help, just ask.

Charitable Donations! There's no time like today to help contribute to the causes you care about. The Non Profit industry is hurting! How can you help?

CERB, combined with lower deductions, is a recipe for potential tax owing. Make sure you are prepared with tax saving strategies.

Which home-office expenses can be reimbursed tax-free? The CRA has provided more details.
TFSA limit has been announced for 2021: $6000.
Total cumulative contribution room is now $75,500
Canadian small businesses are gradually being priced out of insurance coverage. Read the recommendations from the Canadian Federation of Independent Business (CFIB) here.

Go Paperless!
We all know the importance of social distancing and we all have a part to play.

Assante InvestorOnline is designed to provide you with a secure and private communication gateway, and around-the-clock access to important information about your account. Find the Assante InvestorOnline app in the iOS App store for Apple or in Google Play for Android devices.

Secure communication: You can communicate directly with your advisor knowing that your information will be kept private and safe.

Easy to use: Easily navigate through your account balances, transaction history and reporting details at your convenience.

Go paperless: Receive important documents and statements digitally, to help preserve the environment and protect both our postal workers and you.

Register for Assante InvestorOnline here.
"The best way to predict your future is to create it."
- Peter Drucker

I hope you are able to create an amazing 2021!
Assante Capital Management Ltd is a member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see me for individual financial advice based on your personal circumstances. The opinions expressed are those of the author and not necessarily those of Assante Capital Management Ltd.
Insurance products and services are provided through Assante Estate and Insurance Services Inc. Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
Assante is an indirect, wholly-owned subsidiary of CI Financial Corp. ("CI"). The principal business of CI is the management, marketing, distribution and administration of mutual funds, segregated funds and other fee-earning investment products for Canadian investors through its wholly-owned subsidiary CI Investments Inc. If you invest in CI products, CI will, through its ownership of subsidiaries, earn ongoing asset management fees in accordance with applicable prospectus or other offering documents.
Commissions, trailing commissions, management fees and expenses, may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus and consult your Assante Advisor before investing.