GenEdge Financial at CI Assante Wealth Management Ltd.

03/13/2026

Celebrating International Women’s Day at high tea at the Fairmont Empress with an inspiring group of women from Sun Life, RBC Dominion Securities, Raymond James, and GenEdge.

Different firms, shared commitment: helping families plan well and build strong financial futures. ☕.
❤️

03/13/2026

Last week we celebrated International Women’s Day with high tea at the Fairmont Empress alongside incredible women from Sun Life, RBC Dominion Securities, and Raymond James.

It’s always refreshing to step out of the day-to-day and connect with other professionals who care deeply about helping families make thoughtful financial decisions and plan confidently for the future.

Great conversation, beautiful setting, and a table full of pastries made it even better. ☕

12/15/2025

Holiday Cheer ✨

11/07/2025

It's "Make a Will" month! Do you have a valid will? Was it drafted by a legal professional? Both are important. This blog explores the adverse consequences of not having a will, including extra costs charged to your estate, as well as reasons to have a legal professional prepare your will. https://ow.ly/41qW50XlUeV

11/05/2025

Trillion-dollar companies don't just grow—they scale. The S&P 500's giants dominate because their models leverage infrastructure to multiply without limits, enabling them to serve billions with lean teams. Scalable models are now the ultimate driver of value. Discover how they affect your portfolio by reading the full article. https://ow.ly/JzqP50XkBji

11/03/2025

You have to take a minimum amount out of a (RRIF) every year—but it doesn't have to be in cash. If you don't need the money right away or have other reasons for holding onto an investment, you can transfer securities in kind. Learn more about this option. https://ow.ly/MwvN50WNzNr

10/28/2025

Save for tomorrow or live for today? That tension is always there in . It's also expressed in two much-talked-about approaches: FIRE (financial independence, retire early) and YOLO (you only live once). Get tips on how to manage the risks of each strategy. https://ow.ly/Fsxt50WNzwJ

10/24/2025

What will your look like when you're 70, 80 and 90? Chances are, you'll be spending your days and your money quite differently. That's why it helps to plan around an active, slowdown and inactive phase of retirement. Find out why each phase requires different assumptions in your wealth plan. https://ow.ly/birJ50WNyMC

10/23/2025

People are finding all kinds of uses for artificial intelligence (AI), including in , but the technology has significant limitations. For example, it can't discuss your situation like a human or understand your values and family. Learn why else AI can't compete with your wealth planner. https://ow.ly/3YzO50WNygX

10/22/2025

Artificial intelligence (AI) is gaining not only speed and market share, but also a physical presence. With Nvidia's superchip rapidly advancing the field of , this shift could transform labour markets and capital flows. Read the full analysis to see where investors can position portfolios for the coming era of embodied AI. https://ow.ly/aJaw50X6m5w

10/21/2025

💰 What's on the ELLE Editors' Financial Radar Right Now

From trends and investing inspo to beauty-budget myths and money-mindset shifts. ELLE Canada's editors are diving into what's shaping women's financial conversations in 2025.

Whether you're setting new savings goals, exploring smarter spending habits, or just looking for a little financial motivation, this read is a refreshing mix of insight and inspiration.

🔗 Read the full article here.

ellecanada.com