As of September 28th, CI Assante will start rolling out shareview within the client CI Assante Portal. Shareview lets you securely share access to all accounts and documents associated with your Portal login with another Assante Portal user. It can also help you bring multiple Portal logins together under one primary login. How Shareview works 1. Sign in to the Assante Portal. If you require any assistance with login IDs or registration, we are here to help. 2. Open the Share

On August 2026, CI Assante introduced a new system for client online access, advisor services, back-office operations, and account statements. The change was intended to bring several older systems together on one modern platform, improve consistency, and strengthen security. While the transition has gone smoothly for many clients, we are aware that some clients have experienced issues or received information that was unclear. We understand how concerning this can be, particu

The second quarter of 2026 marked a clear shift from the geopolitical volatility that defined the opening months of the year. Following the U.S. capture of Nicolás Maduro in early January and the subsequent realignment of Venezuelan energy interests under Delcy Rodríguez, American companies including Chevron and Shell advanced meaningful investment and production agreements. Venezuelan oil output and exports rose steadily through the spring, contributing to increased global s

Recently CI Assante started sending emails from the noreply@assante.com providing instructions for the new portal registrations. CI Financial’s objective is to create a modernized industry-leading trading platform which will enhance data security for client online access. It is important to note that registration in the new system will generate new account numbers. CI Assante will transfer all data including current automatic withdrawals and deposits from accounts. Clients wi

“When considering the future of my practice, my priority was finding a team that shared my values, understood the importance of strong client relationships and had the expertise to serve clients well into the future. I am confident The Steele Group is that team.” — Arnie Mohr Arnie Mohr has chosen to partner with The Steele Group of Assante Wealth Management to help ensure his clients continue to receive thoughtful, comprehensive advice for years to come. The transition bring

**The blog below was written on May 7th, as of May 19th there have been a few updates from Assante resulting in a delay on the launch and we will update this blog once further details are released to our team. There is an importnat update from CI Assante reagrding major upgrades to the portal where you access your accounts on-line, Assante InvestorOnline. The new tool will be called Assante Portal and will offer the following enhancements. A cleaner look and feel Easier acces

The first quarter of 2026 centered heavily around geopolitical volatility. The start of the year commenced with the most successful regime change when the U.S. captured Nicolas Maduro out of Venezuela. Maduro’s VP, Delcy Rodriguez, quickly established an agreement changing the loyalty of Venezuela from Russian/China to the U.S. In return Venezuela had sanctions removed and will provide the U.S. insight and oversight into their energy sector. For reference in recent years the

The fourth quarter of 2025 capped off a strong year for markets despite lingering trade uncertainties and a mixed economic backdrop. Equities posted moderate gains, with the S&P/TSX Composite advancing by approximately 4%, the S&P 500 up 3%, and the Nasdaq Composite rising 4%. These gains were supported by resilient corporate earnings, stabilizing inflation, and cautious monetary policy adjustments from central banks. Technology and materials sectors continued to lead, buoyed

Merry Christmas and Happy Holidays from The Steele Group! May your year-end celebrations be as balanced as a well-diversified portfolio, and may 2026 bring abundant growth, prosperity, and exciting opportunities. Thank you for your continued trust and partnership, it means the world to us. As part of our annual tradition, we're excited to share updates on our recent endeavors and plans for 2026 to better serve you and our clients. We continued our strong tradition of communit

Wrapping up Q3 2025, this quarter delivered solid gains for markets despite lingering trade uncertainties and shifting global policies. From our vantage point here at The Steele Group of Assante Financial Management Ltd, the tide has clearly turned toward optimism, fueled by central banks finally pivoting to rate cuts, which is breathing fresh life into economic activity and investor confidence. Inflation continues its steady cooldown, corporate earnings are surprising to the

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