Carolyne Wheaton
Second Generation Financial Advisor
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EVENTS
ARTICLES/BLOGS
My Business Magazine Article
My Business Magazine Article
Blog - Navigating the Rollercoaster of Investments
Blog - Navigating the Rollercoaster of Investments
Blog - Investing Made Easy; How to Get Started
Blog - Investing Made Easy; How to Get Started
Digital Tool Box
Financial Planning Tools & Calculators | CI Assante Wealth Management
Financial Planning Tools & Calculators | CI Assante Wealth Management
Investment Basics
Investment Basics
Engagement Viewer
Investment Income & Taxes
Investment Income & Taxes
Account Types - RRSP vs TFSA
Account Types - RRSP vs TFSA
Engagement Viewer
Account Types - First Home Savings Account (FHSA)
Account Types - First Home Savings Account (FHSA)
The Prepared Family Inventory
The Prepared Family Inventory
Engagement Viewer
INSTAGRAM
Mar 13/26 Post - The Cost of Investor Emotions
Mar 13/26 Post - The Cost of Investor Emotions
Check out this video!
Feb 13/2026 Post - A Quick Guide to RRSPs
Feb 13/2026 Post - A Quick Guide to RRSPs
Check out this infographic!
Jan 30/2026 Post - Video: Unlocking Tax Benefits With Spousal RRSPs
Jan 30/2026 Post - Video: Unlocking Tax Benefits With Spousal RRSPs
Check out this video!
Jan 21/2026 Post - Article
Jan 21/2026 Post - Article
CIRO survey reveals that the gulf between female and male investing comfort is more due to confidence than knowledge
Jan 16/2026 Post - How Emotions Influence Financial Decisions
Jan 16/2026 Post - How Emotions Influence Financial Decisions
Check out this infographic!
Podcast; The Evolution of the Entrepreneur with Bumble’s Whitney Wolfe Herd
Podcast
·
Podcast
Podcast; The Evolution of the Entrepreneur with Bumble’s Whitney Wolfe Herd
Finfluencers & Investing
Finfluencers & Investing
Your Pension: What Are Your Options?
Your Pension: What Are Your Options?
The Right Time for CPP & OAS
The Right Time for CPP & OAS
Check out this video!
Tax Tips for the Self-Employed
Tax Tips for the Self-Employed
Education is expensive - Not Planning Is More Expensive - RESP’s
Education is expensive - Not Planning Is More Expensive - RESP’s
Should you pay down the mortgage or invest?
Should you pay down the mortgage or invest?
What Is Your Financial Legacy?
What Is Your Financial Legacy?
Podcast: Disrupting the Dress Code with FIGS’ Heather Hasson
Podcast
·
Podcast
Podcast: Disrupting the Dress Code with FIGS’ Heather Hasson
Cottage Succession Planning
Cottage Succession Planning
Understanding Pension Transfers
Understanding Pension Transfers
Women think differently about money than men do!
Women think differently about money than men do!
Shonda Rhimes VIRAL Commencement Speech
Shonda Rhimes VIRAL Commencement Speech
Understanding Spousal RRSPs
Understanding Spousal RRSPs
The Path to Financial Well-Being
The Path to Financial Well-Being
INFOGRAPHIC: Understanding Capital Gains Inclusion for Canadian Investors
INFOGRAPHIC: Understanding Capital Gains Inclusion for Canadian Investors
VIDEO: Advantages to Incorporating a Business
VIDEO: Advantages to Incorporating a Business
VIDEO: The Benefits of Working With an Insurance Advisor
VIDEO: The Benefits of Working With an Insurance Advisor
Nasdaq CEO Adena Friedman: Gender Doesn't Define My Potential | Success With Moira Forbes
Nasdaq CEO Adena Friedman: Gender Doesn't Define My Potential | Success With Moira Forbes
VIDEO: The Path to Financial Well-Being
VIDEO: The Path to Financial Well-Being
VIDEO: Tax Tips for Entrepreneurs
VIDEO: Tax Tips for Entrepreneurs
Shonda Rhimes: My year of saying yes to everything
Shonda Rhimes: My year of saying yes to everything
VIDEO: Types of Registered Accounts
VIDEO: Types of Registered Accounts
INFOGRAPHIC: The Financial Planning Process
INFOGRAPHIC: The Financial Planning Process
VIDEO: RRSPs & TFSAs
VIDEO: RRSPs & TFSAs
RRSPs 101 Part 2: Why open an RRSP?
RRSPs 101 Part 2: Why open an RRSP?
RRSPs 101 Part 1: What is an RRSP?
RRSPs 101 Part 1: What is an RRSP?
VIDEO: Don't Get Emotional
VIDEO: Don't Get Emotional
VIDEO: Registered vs. Non-Registered Accounts
VIDEO: Registered vs. Non-Registered Accounts
VIDEO: Diversification
VIDEO: Diversification
VIDEO: Mortgages
VIDEO: Mortgages
VIDEO: Investment Basics
VIDEO: Investment Basics
VIDEO: Credit Score
VIDEO: Credit Score
VIDEO: Income Tax
VIDEO: Income Tax
VIDEO: The Value of Advice
VIDEO: The Value of Advice
VIDEO: Understanding Inflation
VIDEO: Understanding Inflation
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