January Wealth Bulletin 2026

Описание: This January update is a short check-in to start the year with clarity. I share a quick personal note, one timely planning reminder around TFSA contributions, and a high-level perspective on markets as we head into 2026. The goal of these monthly bulletins is to keep things simple and grounded — focusing on what matters most and avoiding unnecessary noise or overreaction. If you’d like to review your portfolio, savings strategy, or overall financial situation, you’re welcome to book a meeting or reach out directly. Book a meeting: https://calendly.com/ewachman/
Subscribe for future monthly updates on planning, investing, and wealth management.


Disclaimer: This material is provided for general information and should not be considered individual investment, tax, accounting, or legal advice, or construed as an offer or solicitation to buy or sell securities.The statements and opinions expressed are those of the presenter(s) and not necessarily those of CI Assante Wealth Management Ltd. All opinions expressed and information provided herein are subject to change without notice. Every effort has been made to compile this material from reliable sources as at the date indicated however, no warranty can be made as to its accuracy or completeness Market conditions may change which may impact the information contained herein. All charts and illustrations in this document are for illustrative purposes only and they are not intended to predict or project investment results. In considering any particular investment or investment strategy, please remember that past performance is no guarantee of future performance. We caution you not to place undue reliance on any statements that are predictive in nature, depend upon or refer to future events or conditions, as a number of factors could cause actual events or results to differ materially from those expressed in any forward-looking statement, including economic, political and market changes and other developments. The information contained herein may not apply to all types of investors. Before acting on the information presented, please seek professional financial advice based on your personal circumstances.CI Assante Wealth Management Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.