Carolyne Wheaton

Second Generation Financial Advisor

EVENTS

ARTICLES/BLOGS

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 Income & Taxes
Account Types - RRSP vs TFSA
Account Types - First Home Savings Account (FHSA)
The Prepared Family Inventory

INSTAGRAM

Mar 13/26 Post - The Cost of Investor Emotions
Mar 13/26 Post - The Cost of Investor Emotions
Feb 13/2026 Post - A Quick Guide to RRSPs
Feb 13/2026 Post - A Quick Guide to RRSPs
Jan 30/2026 Post - Video: Unlocking Tax Benefits With Spousal RRSPs
Jan 30/2026 Post - Video: Unlocking Tax Benefits With Spousal RRSPs
Jan 21/2026 Post - Article
Jan 21/2026 Post - Article
Jan 16/2026 Post - How Emotions Influence Financial Decisions
Jan 16/2026 Post - How Emotions Influence Financial Decisions
Podcast; The Evolution of the Entrepreneur with Bumble’s Whitney Wolfe Herd
Podcast; The Evolution of the Entrepreneur with Bumble’s Whitney Wolfe Herd
Podcast
·Podcast
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
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?
What Is Your Financial Legacy?
Podcast: Disrupting the Dress Code with FIGS’ Heather Hasson
Podcast: Disrupting the Dress Code with FIGS’ Heather Hasson
Podcast
·Podcast
Cottage Succession Planning
Cottage Succession Planning
Understanding Pension Transfers
Women think differently about money than men do!
Women think differently about money than men do!
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
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: Registered vs. Non-Registered Accounts
VIDEO: Diversification
VIDEO: Diversification
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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