David Beauchamp CFP®, FMA, CIM, FCSI®
Senior Financial Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
-
How to minimize tax on retirement income
September 16, 2020 • Retirement Planning
It’s something you don’t often realize until you retire, but tax becomes one of your biggest expenses in retirement. We’ve got a few strategies that can help you trim your tax bill.
Read more… -
When to make a move to safety
June 18, 2020 • Retirement Planning
There’s a right time and a wrong time to make your portfolio more conservative. Find out how the right move at the right time keeps you on track to reach your investment objectives.
Read more… -
Can you retire earlier?
June 18, 2020 • Retirement Planning
You don’t have to win the lottery. Find out the more common reasons why some people may consider retiring earlier than planned.
Read more… -
What’s your retirement personality?
March 26, 2020 • Retirement Planning
Imagining that you’re travelling the world or opening a charming bed and breakfast might sound like a wonderful daydream. Find out why it’s also a practical retirement planning exercise.
Read more… -
When should you open a RRIF?
March 26, 2020 • Retirement Planning
It’s all about the tax. Find out why opening a Registered Retirement Income Fund (RRIF) either during your 60s or at age 71 can provide a tax break now or save tax over the long term.
Read more… -
RRSP versus TFSA: Did you ever have to make up your mind?
December 30, 2019 • Investment Planning, Retirement Planning
Learn about the number one factor that determines whether an RRSP or a TFSA delivers the best performance for retirement savings.
Read more… -
Should a retirement plan include your home?
September 27, 2019 • Retirement Planning
A significant cash surplus from downsizing could boost your retirement income. But find out how practical, psychological and estate planning factors influence whether you stay or go.
Read more… -
Are you entering the retirement risk zone?
June 21, 2019 • Retirement Planning
It begins several years before retirement and continues for several years after the day you retire. Learn why your investments need extra protection while you are in the retirement risk zone.
Read more… -
How to keep your TFSA aligned with your goals
April 01, 2019 • Estate Planning, Financial Planning, Retirement Planning, Tax Planning
Are you using your Tax-Free Savings Account (TFSA) to its best advantage? Find out about five objectives a TFSA can achieve, and why you might change your TFSA investments over time.
Read more… -
Retiring gradually
April 01, 2019 • Retirement Planning
So many people are working past 65 that unretirement is often called the new normal. We’ve got a summary of the financial planning matters to consider when earning income in traditional retirement years.
Read more…
© 2020 Assante Wealth Management
Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.