CI Assante Wealth Management Ltd. - Pembroke & Bancroft Branch

06/17/2026

Last week, our team headed to Kingston for our annual Professional Development Days, a chance to combine learning, collaboration, and a little fun along the way. We kicked things off with some golf and a BBQ before spending a full day diving into compliance, high-performing teams, and exciting updates.

We often talk about the importance of balance, and opportunities like this are a great reminder of what that looks like in practice. A big thanks to the Kingston office for hosting us and helping make it such a valuable and enjoyable experience.

05/20/2026

With inflation continuing to impact everyday expenses, it can feel tempting to pause your savings goals altogether. But even during uncertain times, maintaining strong financial habits can make a meaningful difference over the long term.

This article from GetSmarterAboutMoney highlights a few important reminders, including the value of emergency savings, keeping funds accessible, and staying consistent with your long-term goals.

Sometimes the biggest financial wins come from the habits we continue during the challenging seasons, not just the easy ones.

If rising costs have you revisiting your budget, savings goals, or financial plan, our team is always here to help answer questions and talk through your options.

When inflation rates go up, it can be tempting to look for ways to grow your money at rates higher than inflation. But a savings account can still be useful.

05/11/2026

This Mother's Day, we celebrated the moms in our lives and the Mom's on our team who show up every day with care, strength, and a whole lot of heart. From early mornings to busy workdays and everything in between.

Feel free to share a photo of how you celebrated the special moms in your life in the comments below.

Wishing a very happy Mother’s Day to all the moms, stepmoms, grandmothers, and mother figures who make such a meaningful impact every day.

04/28/2026

In early March Casey, hit the ice for an incredible cause, supporting Hockey Helps the Homeless in Ottawa.
This year’s tournament brought together 155 participants across 10 teams and raised an impressive $180,000+ in support of Shepherds of Good Hope. The impact of this goes far beyond the rink, helping provide emergency shelter, meals, and supportive housing for individuals in need across the community.
We’re proud to see Casey and everyone involved come together to make a meaningful difference. It’s initiatives like this that remind us how powerful community can be.
A big thank you to all the players, volunteers, sponsors, and supporters who made this possible.

04/23/2026

A great reminder that building wealth isn’t just about earning, it’s about planning, protecting, and growing what you have so it can last.

Thinking about how to make your money work harder for you? That’s where having the right team and plan makes all the difference.

04/21/2026

Building a strong team around you can bring something money just can’t buy confidence and clarity. When you have someone in your corner asking the right questions, helping you see what matters most, and guiding you through the tough calls, it changes everything.

Check out this video!

04/16/2026

The Tax-Free Saving Account is a great way to set money aside that grows tax-free during your lifetime. Compared to an RRSP, you do not need to have earned income to contribute to a TFSA. Instead, the amount is based on yearly contribution limits set by the Canadian government. It is important to understand the total amount you can add each year to ensure you don’t over-contribute.

04/14/2026

The unexpected is inevitable. Planning helps you face it with clarity and confidence.

04/10/2026

Market volatility, let’s talk about it.

There’s been a lot of movement lately, and with that often comes uncertainty and questions. A reminder we come back to (and one Dave Ramsey often shares): volatility is a normal part of investing, not a reason to panic.

What matters most isn’t timing every shift, it’s having a plan and staying focused on the bigger picture.

In moments like this, reacting emotionally can do more harm than good, and short-term noise can pull us away from long-term goals. Consistency tends to matter more than being “right.”

If you’re feeling unsure, you’re not alone. This is exactly when having a clear plan, and someone to talk it through with, makes all the difference.

04/09/2026

Article in comments.