Janine Purves CFP®, CPCA, CCS
Senior Financial Advisor
Safeguarding your family’s financial future
Articles and Publications
Financial and Estate Planning:
- 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)
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:
- 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:
- 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
- 2017 Personal Income Tax Organizer
- 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:
- November 2018 Monthly Minute
- October 2018 Monthly Minute
- September 2018 Monthly Minute
- Summer 2018 Monthly Minute
- June 2018 Monthly Minute
- May 2018 Monthly Minute
- April 2018 Monthly Minute
- March 2018 Monthly Minute
- February 2018 Monthly Minute
- January 2018 Monthly Minute
- November 2017 Monthly Minute
- October 2017 Monthly Minute
- September 2017 Monthly Minute
- Summer 2017 Monthly Minute
- June 2017 Monthly Minute
- May 2017 Monthly Minute
- April 2017 Monthly Minute
- March 2017 Monthly Minute
- February 2017 Monthly Minute
- January 2017 Monthly Minute
- November 2016 Monthly Minute
- Business Planning 2016
- Summer 2016 Monthly Minute
- June 2016 Monthly Minute
- May 2016 Monthly Minute
- April 2016 Monthly Minute
- March 2016 Monthly Minute
- February 2016 Monthly Minute
- January 2016 Monthly Minute
- November/December 2015 Monthly Minute
- October 2015 Monthly Minute
- September 2015 Monthly Minute
- Summer 2015 Monthly Minute
- June 2015 Monthly Minute
- May 2015 Monthly Minute
- April 2015 Monthly Minute
- 2015 RRSP Monthly Minute
- February 2015 Monthly Minute
- January 2015 Monthly Minute
- November/December 2014 Monthly Minute
- October 2014 Monthly Minute
- September 2014 Monthly Minute
- June 2014 Monthly Minute
- May 2014 Monthly Minute
- April 2014 Monthly Minute
- March 2014 Monthly Minute
- February 2014 Monthly Minute
- January 2014 Monthly Minute
© 2019 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.