Chris Ball, Senior Financial Planner

CIRO encourages Canadians to open up about money wealthprofessional.ca

Surprisingly, fewer than half of couples retire at the same time. Here are some things to consider as you decide what works best for you and your spouse.

Will you retire at the same time as your spouse? | CI Assante Wealth Management cifinancial.com

NEW BLOG POST: Essential Designations to Look for in Your Financial Advisor https://livesocial.seismic.com/a_h6Za

Essential Designations to Look for in Your Financial Advisor When choosing a financial advisor, understanding their qualifications can help you feel confident in their ability to manage your investments and provide sound financial advice. Here are some important designations to look for:

Thoughtful is critical when people with children remarry. Here are five approaches to protecting your children's legacy.

A new family calls for a new estate plan | CI Assante Wealth Management cifinancial.com

Why tax deferral works cifinancial.com

A great evening of food and film at the Devour! Chefs and Shorts Gala dinner!

YOU'RE INVITED - Cracking The Code: Tax Planning for Small Business Success

Led by financial experts Chris Ball, CFP®, CIM®, FCSI®, Darrell Dixon CPA, CGA, CBV, and Kaileigh van den Berg, CFA, this session will cover planning for the new capital gains inclusion rate and other tax planning opportunities for business owners.

When: October 31, 12 pm
Where: Zoom Webinar

Register today via the link below. https://livesocial.seismic.com/adHeBO

Welcome! You are invited to join a webinar: Cracking The Code: Tax Planning for Small Business Owners. After registering, you will receive a confirmation email about joining the webinar. Join us for "Cracking the Code: Tax Planning for Small Business Success," a webinar designed for small business owners. Led by financial experts Chris Ball, CFP®, CIM®, FCSI®, Darrell Dixon CPA, CGA, CBV, and Kaileigh van den Berg, CFA, this session will cover planning for the new capital gains i...

Excited to be sponsoring this great event!

🎬 We’re beyond excited to sponsor Devour The Food Film Fest this week! Experience the magic of game-changing cinema paired with mouthwatering dishes. Come be part of the feast in Wolfville, NS until October 27th!

🍽️🎬 Ready to feast your eyes AND taste buds? We're excited to support Devour The Food Film Fest this year! From October 21-27, dive into game-changing cinema and gourmet eats in Wolfville, NS! Don’t miss out—your next favorite film (and meal) is waiting.

What's your ? Does your spouse's match? It's okay if the answer is "no"—and, surprisingly, you may have to be more careful if the answer is "yes." Find out why.

Do you and your spouse see investing the same way? | CI Assante Wealth Management cifinancial.com

NEW BLOG POST: Canada Introduces Mortgage Reforms to Boost Housing Affordability https://livesocial.seismic.com/aDyy-1

How falling interest rates impact your financial life cifinancial.com

Update on bare trust tax filing rules for 2024 and beyond moneysense.ca

We were recently featured on Global News, sharing the story behind our Little Financially Free Libraries!

It's all about empowering our community with financial knowledge, offering free resources to help you take control of your financial future. Watch the segment to learn how this initiative is making a difference!

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Ottawa mortgage reforms aim to help young Canadians buy a home wealthprofessional.ca

How tax changes affect family trusts advisor.ca

Intergenerational wealth transfers: Part 1 advisor.ca