CI Assante Wealth Management Ltd. - Pembroke & Bancroft Branch

09/03/2026

REALITY: Not necessarily. If your child doesn't pursue an eligible post-secondary education, there are still options available for the RESP. Depending on the circumstances, contributions can generally be returned to the subscriber, while government grants may need to be returned. There may also be options to transfer certain amounts to another eligible beneficiary or, in some cases, to an RRSP if the requirements are met. The important thing is that you don't simply lose the money you've contributed. There are rules around what happens to the different portions of a RESP, so it's worth understanding your options before making any decisions.

09/01/2026

As your child gets closer to post-secondary education, how you withdraw funds from their RESP can make a big difference. The timing and order of withdrawals can impact taxes and how long the savings last. Here is a short video to help explain the basics and highlight a few strategies that can help you maximize the benefits of your RESP.

Check out this video!

08/28/2026

Today we’re saying goodbye to our summer student, Harsh, as he wraps up his time with us.

It has been an absolute pleasure having Harsh in the office this summer. He brought a great attitude, a willingness to learn, and a strong work ethic to everything he took on. We truly appreciated the dedication and care he put into his work and the many ways he helped around the office.

We’re always happy to support and encourage young people as they continue their education and begin building their careers, and we’re excited to see where this next chapter takes him.

Harsh, thank you for all your hard work this summer. We’ve loved having you as part of the team and wish you nothing but the best as you continue your education this year!

08/25/2026

08/20/2026

There’s something pretty special about seeing downtown Pembroke come alive with music, performances, laughter, and people enjoying time together. We were proud to support Ottawa Valley Buskerfest this year and loved seeing so many familiar faces out enjoying the weekend. Thank you to everyone who made it such a great event. We’ll see you next year!

08/18/2026

Did you know you have options when it comes to your pension?
Understanding those options is an important part of planning for retirement.
Check out the video to learn more!

Check out this video!

08/13/2026

How Does an RRSP Work?

An RRSP can be a powerful tool for building your retirement savings while potentially reducing your taxable income today.

But how does it actually work?

We’ve broken it down in this simple infographic.

And as always, if you have questions about your RRSP or want to know if it makes sense for you, we’re here to help.

08/12/2026

It’s never too early, or too late, to start planning for retirement.

Whether retirement is decades away or just around the corner, having a plan can help you feel more confident about what comes next.

Your retirement will look different from anyone else’s, and your plan should too.

Not sure where to start? We’re here to help you plan for the life you want in retirement.

08/12/2026

Retirement isn’t the end of the journey, it’s the start of a new chapter.

A chance to slow down, explore, spend more time doing what you love, and enjoy the freedom you’ve worked hard to create.

Let us help you plan the road ahead. From figuring out when you can retire to making sure your finances are ready for the journey, we’re here to help you map out the next chapter.

Here’s to the road ahead!