Complimentary Financial Plan for Engineers that will answer relevant questions | TMFG | CI Assante Wealth Management Ltd.

Complimentary Financial Plan for Engineers that will answer relevant questions

Complimentary Financial Plan for Engineers that will answer relevant questions
  1. How much will I need to RETIRE?
  2. How do I prioritize my SAVINGS?
  3. Will my family be financially SECURE if something happens to me?
  4. What type of asset mix should I have given my current situation?
  5. Am I DIVERSIFIED enough?
  6. How much should I be paying in FEES?
  7. Am I SAVING enough money?
  8. How can I OPTIMIZE the success of my investment strategy?
  9. What will be my LEGACY?
  10. How can I pay less TAXES?

Please contact Meron Tecle by email at mtecle@assante.com or 905 771 5200 ext 228

Related articles

Cover - GL Blog Sept 2026 Articles

TFSA vs. RRSP vs. FHSA: Where should your next dollar go?

Most Canadians saving toward the future eventually run into the same question: with a TFSA, an RRSP, and now an FHSA all available, where should ...
Read More →
Cover - GZ Blog Sept 2026 Articles

Giving More Efficiently: How Canadians Can Maximize the Impact of Charitable Donations

You may have heard about Jeff Bezos, Bill Gates, or other billionaires donating hundreds of millions of dollars to charitable causes as part of their ...
Read More →
Cover - IK blog September 2026 Articles

Active vs Passive Investing: Why The Debate Isn’t As Simple As It Seems

For years, investors have debated one of the biggest questions in portfolio management: should you choose active investing or passive investing? Passive investing, usually through ...
Read More →

Financial Planning Advice from Canada's Top Financial Advisors

Sign-up to receive email updates on the financial industry and complimentary workshops.

By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that maybe of interest to you. Should you wish to discontinue receiving emails of this nature, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.

Toronto's Top Financial Advisors

CI Assante Wealth Management Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Wealth planning services may be provided by an accredited CI Assante Advisor or through Cl Assante Private Client, a division of Cl Private Counsel LP, or a non-affiliated third party. Insurance products and services are provided through Assante Estate and Insurance Services Inc.