You’re sitting outside on a perfect summer day, enjoying a moment of bliss. The sunshine is golden, a breeze flows by, in your left hand is a tall glass of... read more →
As part of their June commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, discuss the U.S.-China trade talks that... read more →
Our ability to share information with you and your professionals regarding your wealth and financial situation is an important part of our process. Navigator Cloud Drive... read more →
Thomson Financial Partners is so excited to announce our new PAPERLESS processes! Whether at home, or away, or right in our office, forms will be able... read more →
Your Assante Investor Online account gives you access to your portfolio values any time, any where. This secure portal also allows you to communicate with our office, share documents,... read more →
June 4 2019 - by: Morgan Housel My wife and I welcomed a daughter into the world yesterday. Her only job now is eating and sleeping. But, one day, when she needs... read more →
The Power of Zeros Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, Vice-President and Portfolio Manager CI Multi-Asset Management It has been 10 years since... read more →
This is the time of year we say our goodbyes to the tax season, and hopefully you found a few credits and deductions to save some tax dollars. But is... read more →
Posted April 26, 2019 by Ben Carlson Meet Sam. Sam’s entire family has terrible luck when it comes to the timing of their retirement. Sam’s great-grandparents retired at the... read more →
Seizing opportunities Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, Vice-President CI Multi-Asset Management Over the first quarter of 2019, global economies continued to slow, Brexit... read more →