Monthly Minute
January 2021 - news & updates
Market Updates
Listen to Wealth Matters Market Updates with CI Investments' top portfolio managers which include an update for the Evolution portfolio. You can access the webcast recording online.

BlackRock explores the 3 themes shaping markets in 2021. Read more in the Global Outlook.

Listen to the MapleMoney Show with guest Rob Carrick of the Globe and Mail: A Year in Review and Predictions for the Canadian Economy.

For more information about our investment strategy, read Assante's Portfolio Construction and The Big Picture from December 2020.
Tax Planning
Save tax by splitting income with children. Read my article here.

IPPs and PPPs offer alternative retirement planning options for Business Owners and Company Executives. Watch the video below for more information.
Registered Accounts
TFSA limit has been announced for 2021: $6000.
Total cumulative contribution room is now $75,500

RRSP Limits for 2020: Max $27,230
RRSP Limits for 2021: Max $27,830 or 18% of prior year's income + Cumulative RRSP past room available

Are you looking to set up a group RRSP? Speak to us about your options using our online investing platform, Assante Connect.
Get the APP!

We now have an app, so you can access your accounts from your phone.

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.
Life is not measured by the number of breaths we take, but by the moments that take our breath away!
-Maya Angelou

Wishing you many special moments as we appreciate the hope we are starting to see in the world.
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.