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Preparing for the Year-End::
Retirement Financial Checklist
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Financial Security Tricks & Treats:
Avoiding Common Scams and Pitfalls
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Downsizing In Retirement
Housing & Real Estate Options
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Staying Steady
Preparing Your Portfolio for Market Volatility
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What Canadian Retirees Need To Know
Planning for Healthcare Costs in Retirement
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Refresh, Revise and Reorganize your future
Spring Clean Your Retirement Finances
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Reduce Your Tax Burden Before April 30, 2025
Tax-Savvy Retirement For Canadians
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A Guide For Canadians Nearing Retirement
Maximizing Your RRSP Before Tax Time
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Retirement Readiness Series #5
Legacy Planning and Estate Management Webinar
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Retirement Readiness Series #4
Unexpected Expenses Webinar
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Retirement Readiness Series #3
Retirement Income Strategies Webinar
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Retirement Readiness Series #1
How To Optimize Your Compensation Packages Webinar
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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.

WEBINAR

Retirement Financial Checklist

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WEBINAR

Avoiding Common Scams and Pitfalls

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WEBINAR

Downsizing in Retirement: Housing & Real Estate Options

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WEBINAR

Staying Steady: Preparing Your Portfolio For Market Volatility

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WEBINAR

Planning For Healthcare Costs In Retirement

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WEBINAR

Tax-Savvy Retirement For Canadians

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WEBINAR

Maximizing Your RRSP Before Tax Time

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WEBINAR

Retirement Readiness Series: #5 - Legacy Planning & Estate Management

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Retirement Readiness Series: #4 - Unexpected Expenses Webinar

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Retirement Readiness Series: #3 - Retirement Income Strategies Webinar

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Retirement Readiness Series: #1 - Retirement Income Strategies Webinar

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