Monthly Minute
April 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.

Portfolio Construction: Learn about the key changes and Evolution's top holdings

Tax Planning

*Some changes to who can qualify for the Disability Tax Credit
*Enhanced payouts are expected from Charitable Foundations and Donor Advised Funds, with more information to follow

Heath and Lifestyle
In the Community

Snapd Richmond Hill’s Road Rally is a car rally, scavenger hunt & team competition on June 5th, 2021, with proceeds supporting CHATS-Community & Home Assistance to Seniors’ transportation services.

The Richmond Hill Speaker Series returns: Four Engaging Virtual Lectures. This lecture series has gone online. For some interesting perspectives check out the topics.
Registered Accounts
Reminder for Trustee Fees for RRIF, RRSP, LIF, LIRA: The trustee fees for all registered accounts (RRSP, RRIF, LRIF, LIRA) will be charged on June 3rd. Please note, the fee will be taken as instructed on your account, so it may be taken from the Assante account, or charged to your bank account.

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!
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.

Register for Assante InvestorOnline here.
"Your goal in life is to find out the people who need you the most, to find out the business that needs you the most, to find the project and the art that needs you the most. There is something out there just for you."
Naval Ravikant
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.