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Financial Literacy

Promoting Financial Literacy Across Generations

Financial literacy — the ability to understand how money works in the world — is a core life skill. Unfortunately, very few people are formally educated on the essential skills required in creating wealth and achieving financial independence. For this reason, we create opportunities to help our clients develop the skills and knowledge to make informed decisions about their money.

We are also happy to help you in your efforts to raise financially-literate children. We explain the basics in a way they can understand. We also run financial literacy and financial planning workshops specifically tailored for the needs of women, young adults, seniors, and young families.

If you would like to be advised about upcoming educational opportunities, please click this link to complete a request for information.

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Advisory services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Assante Financial Management Ltd. is a member of the Mutual und Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).

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