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Booming markets or a sudden downturn can sometimes tempt investors to stray from their regular investment program, with potentially damaging results. Find out what motivates this irrational behaviour — and how to avoid it. Read more…
There are pros and cons to synchronizing your retirement start date with your spouse versus taking a staggered approach. Understanding the factors to consider will help you reach a decision that works for both of you. Read more…
The federal government has begun clamping down on tax-reduction opportunities for small businesses, including introducing changes to income sprinkling among family members. That makes it all the more important to take full advantage of the tax planning strategies that still exist. Read more…
If you own vacation property or expect to in the future, you may be saddled with a hefty tax bill when you sell the property or leave it to your children or grandchildren. Fortunately, there are a number of ways to minimize or offset the taxes. Read more…
“And to my beloved daughter, I give the leather-bound album of cherished family photographs.” Sure, that sounds right for the old days. Today the pics might be on your laptop. We’ve got all sorts of valuable items stored electronically, and it’s time we started treating them accordingly. What is digital property? Digital property is [...] Read more…
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Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
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.