Proteau Financial Group
Well-Advised Newsletter
Well-Advised Newsletter
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Teaching your children to manage money
September 27, 2019 • Financial Literacy
You have the power to instill financial habits in your children that can last their lifetime. Learn about valuable teaching moments for tweens, teens and college and university students.
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How to choose a beneficiary for your RRSP or RRIF
September 27, 2019 • Estate Planning, Tax Planning
Do you think that designating a beneficiary for your RRSP or RRIF is as simple as filling a box on a form? You might be surprised by the thought involved beforehand and choices available.
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Decisions, decisions, decisions…
September 27, 2019 • Financial Planning, Lifestyle
It happens to each of us – facing a life choice but having trouble making the decision. We’ve got examples to show that decision-making help is available when a financial element is involved.
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How often should you check your portfolio?
June 21, 2019 • Investment Planning
Investors these days can check their portfolio whenever they wish. But just because we can, does it mean we should? Find out what’s appropriate and what may pose a problem.
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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.
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How to save tax as a couple
June 21, 2019 • Tax Planning
Interested in strategies to pay less tax every year? Three couples illustrate effective ways to save tax by splitting income in working years, in a business and while retired.
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Does your spouse have a different investment personality?
June 21, 2019 • Financial Planning
You might be worried if you and your spouse have opposite ideas about investing. But your differences may present no problem at all.
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When education savings may need a boost
June 21, 2019 • Financial Planning
Average education savings seem just fine until the day they meet above average costs. We’ve got a range of tuition fees to show you and solutions to help you.
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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.
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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.
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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.
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