Janine Purves CFP®, CPCA, CCS
Senior Financial Advisor
Safeguarding your family’s financial future
Articles and Publications
Articles and Publications
Financial and Estate Planning:
- Estate Planning 2020
- An Individual's Tax Saving Strategies in Uncertain Times
- What Does Retirement Mean To You?
- RRSP Vs. TFSA
- What is Right Amount of Cash? Investment Executive. ( November 2016)
- Insiders share their money-saving secret. Featured in the Toronto Star (Feb, 2015)
- Common mistakes to avoid. Featured in the Toronto Star (Feb, 2015)
- One Income Couple? Learn Ideas to keep your Financial Goals on Track.Globe & Mail Nov.2017
- New Year! New Opportunities! New Taxes! (Jan, 2016)
- Do's and Don'ts of RESPs
- A Student's Guide To Money Management. The Star. ( Sept. 2016)
- Emotional Investing
- Mind over Money – 8 Bad Habits to Throw you off Track
- Approaching Retirement: How to Choose an advisor.
- Financial Education for your Teen
- Estate and Will Planning: Testamentary Trust
- Laid Off, Offered a Package! What does it all mean?
- Top Websites and Tips on Planning for Your Elderly Loved Ones
- Aging and Society: The Future of Our Elderly
- CPP: How the New Rules Affect You
- Retirement Stress Test
- Estate Planning for Second Marriages
- How to Choose a Financial Advisor
- Entrepreneurs Financial Checklist
- Retirement Spending Traps (Advisor's Edge)
- Live Seminar: 5 Steps to Estate Planning. How to be heard when you can't be (Youtube)
Will and Estate Planning Kit:
- Estate Planning - A Task for the Times
- Why you need a will
- Willing Planning Workbook
- Executor Duties
- Executor Checklist
- Testamentary trust
Business Owners:
- Don't Have a Pension? Create Your Own
- Income Sprinkling Guideline. Simplified Rules For Business Owners
- 2018 Proposed Changes for Tax Planning Using Private Corporations
- Income Sprinkling Update
- CCPC Where Are We Now Update
- Estate Maximization For Business Owners
Industry Trends & Information:
- Coping with COVID-19
- Using An Advisor: Is that the Right Choice for you?
- A Veteran Advisor’s Five- Step Growth Hack featured in BMO Insights ( April 2020)
- Staying Positive during Covid19
- Times they are A'Changing
- What's Next In The Market- 2020
- 3 Stages of Retirement. Featured in Good Times Magazine ( September 2017)
- A Portfolio Is No Place For Emotions. Featured in The Globe & Mail. (Feb, 2017)
- Investing Based On Reality, Not Hope
- Not Happy with your Financial Advisor! Could it be You?
- Brexit Implication Update
- Wisdom of Uncertainty
- Market Volatility Has Increased!
- Market expectations are finally reverting back to reality by Bob Swanson. (Audio)
- It's Your Money: Protect It! Part 1
- It's Your Money: Protect It! Part 2
- Active Versus Passive- Richard Wylie, CFA
- Market Cycle
- The ABCs of ETFs
- Fixed Income: What Can We do for Income?
- Fixed Income: Floating Rate Corporate Loans
- A Glass Half Full
- Investor Challenge: Money Managers Face Off For Charity
Cash Flow Planning:
- How to Fund Your Retirement Dreams (May 2016 Snapd)
- The Cash Flow Plan discussed on RogersTV (Video)
- The Cash Flow Spreadsheet
Tax Planning:
- Understanding Your Tax Receipts
- Tax Loss Selling
- Superficial Losses
- Taxtime. Tips to Make Life Easier
- Rogers TV: RRSP or TFSA? Which is right for you? (Video)
- Federal Budget Commentary 2019
- 2018 Personal Tax Calendar
- Insurance Calculator
- US Tax Issues
- Tax Free Savings Accounts- A New Way to Save
- Charitable Giving
- Tax Tips for Year End
- Snowbirds: Avoid the IRS Net
Insurance & Asset Protection:
- Life Insurance: 5 Reasons Why You Don't Need it!
- Insurance-The Bad Apple
- The Best Kept Secret for Managing Healthcare!
- How Assante Protects Your Assets
- Do You Need Critical Illness Insurance?
- Critical Illness Needs Analysis
Monthly Minute:
© 2020 CI 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.
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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.