Mick Jackson - CI Assante Wealth Management Ltd

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Mick Jackson - CI Assante Wealth Management Ltd Managing your wealth can be complex and time-consuming. This material is provided for general information and is subject to change without notice.

Wealth management for high earners ready for the NEXT LEVEL 📈
🎯 Backed by 25+ years of experience
Investing | tax | retirement | legacy planning

Visit www.assante.com/legal for important legal and regulatory disclosure As a Senior Financial Planner, I help you gain peace of mind and achieve your dreams for the future - whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause. I simplify it by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. The indicated rates of return are the historical annual compounded total returns including changes in unit/share value and reinvestment of all distributions/dividends. They do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the Fund Facts and consult a professional advisor for individual financial advice based on your personal circumstances before acting. The opinions expressed are those of the author and not necessarily those of CI Assante Wealth Management Ltd. CI Assante Wealth Management Ltd. is a member of the Canadian Investor Protection Fund and is registered with the Investment Industry Regulatory Organization of Canada. Insurance Products and Services are provided through Assante Estate and Insurance Services Inc. Please visit https://www.assante.com/legal or contact CI Assante at 1-800- 268-3200 for information with respect to important legal and regulatory disclosures relating to this notice.

“Reducing discretionary outflows” just has a better ring to it doesn't it?But there’s a reason successful investors pay ...
10/15/2026

“Reducing discretionary outflows” just has a better ring to it doesn't it?

But there’s a reason successful investors pay attention to where their money is going even when they can comfortably afford the expense.

Every financial decision comes with a trade-off.
Money spent today might absolutely be worth it. But money you choose not to spend can also represent flexibility later: another investment opportunity, more freedom around work, a business decision, helping family or simply having the ability to change course when you want to.

That’s one of the underrated benefits of wealth... you have more choices.

10/08/2026

Retirement is really just one version of financial freedom. For some people, the goal isn’t to stop working. It’s to reach a point where work becomes a choice instead of an obligation.

That could mean fewer days, longer trips, more time with family or simply having the flexibility to decide what the next chapter looks like as you go.

The numbers matter, of course. But first, we need to know what we’re actually building them around.

Owning more investments isn’t the same as being more diversified.As portfolios grow, diversification can start to mean m...
10/01/2026

Owning more investments isn’t the same as being more diversified.

As portfolios grow, diversification can start to mean more than adding another fund or increasing exposure to the same public markets. For some investors, private credit, private equity and other alternative investments can introduce different sources of income, return and risk into the conversation.

Every investment should have a reason for being there: what does it add, what are the trade-offs, how liquid is it, and does it actually improve the portfolio you’ve already built?

Knowing what deserves a place in your portfolio is where the real work begins.

09/23/2026

Living, working or investing between Canada and the U.S. can open a lot of doors; It can also create financial decisions that deserve a wider lens.

Cross-border financial planning is one of those areas where I believe coordination matters just as much as the individual strategy. Tax planning, retirement accounts, investments, property and estate considerations can all intersect differently once two countries are involved.

The goal isn't to make cross-border wealth feel more complicated. It's the opposite.

Understand the moving parts, coordinate them intentionally, and build one strategy around the life you're actually living.

More time with your family. The ability to step away when you want to. Opportunities you can say yes to. Work you do bec...
09/18/2026

More time with your family. The ability to step away when you want to. Opportunities you can say yes to. Work you do because you want to, not because you have to. The ability to help the people and causes that matter to you.

That’s the part of wealth planning I find most interesting.

The number matters, of course. But eventually, the better question becomes: what do you want that number to make possible?

09/07/2026

There are financial milestones we plan for years in advance, and others that seem to arrive all at once.

For parents, the transition from raising kids to helping launch young adults is a big one. Education planning may be part of it, but so can conversations around first homes, financial independence, family wealth and the kind of support you ultimately want to provide.

There isn't one right answer.

That's what makes this kind of financial planning so personal. The strategy starts with deciding what matters to your family, then putting the pieces in place to support it.

Wealth becomes a lot more meaningful when it has a purpose.

A conversation this week stayed with me.When you've spent years building something meaningful for your family, it's natu...
09/02/2026

A conversation this week stayed with me.

When you've spent years building something meaningful for your family, it's natural to think about what will eventually carry forward. But wealth without context only tells part of the story.

The lessons behind it matter too: how you made decisions, what you valued, what you learned along the way, and what you hope that wealth allows the next generation to create for themselves.

Those conversations are worth having now.

08/27/2026

Retail banking planners do fantastic work helping people establish their foundations, build their first savings, and set up their core portfolios. But as your success grows, your financial footprint naturally changes.

Outgrowing a basic retail setup isn’t a negative reflection on where you started, it’s a massive sign of your success.

When your wealth reaches that next level of sophistication, you need an private wealth strategy to match it. That’s exactly where I step in... I'm THAT guy.

📲 If your portfolio is ready for the next tier of wealth management, let’s connect. Send me a message to start the conversation.

I saw the Dot-Com boom. I saw the tech crashes. I’ve watched the market fall in love with a dozen different "next big th...
08/20/2026

I saw the Dot-Com boom. I saw the tech crashes. I’ve watched the market fall in love with a dozen different "next big things."

Here is what I can tell you: AI isn't a fad. The shift is real, and the economic impact is going to be massive. But when a sector gets this hot, a lot of bad companies wrap themselves in the "AI" label just to chase your money.

My job isn't to tell you to sit on the sidelines and miss out on generational growth. My job is to make sure you play it smart. I look past the headlines to find the real infrastructure, the companies actually generating cash flow from the tech, and the ones built to survive the market noise.

You want exposure to AI-driven growth, but you don't want to gamble your retirement to get it. That’s exactly where I come in.

Let's build a growth strategy that actually protects your net worth. Send a message and let's get started.

08/13/2026

High earners face a unique penalty in Canada: the more successful you are, the harder inflation and the CRA hit your idle cash.

Keeping a massive cash cushion feels secure, but it's eroding your purchasing power.

True wealth management is about structural defense. When your net worth hits a certain threshold, your strategy has to evolve from basic accumulation to aggressive tax optimization.

If you're ready to get your capital off the sidelines and into a plan built for high-net-worth protection, I've spent the last 25 years doing exactly that.

📲 Drop a message and let’s get your money working as hard as you do.

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137 Kendall Street
Point Edward, ON
N7V4G6

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Tuesday 8:30am - 5pm
Friday 8:30am - 5pm

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