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It’s not uncommon for investors to overestimate how comfortable they are with market volatility. What seems acceptable, in theory, turns out to be not so easy to accept in real life. We can help you find your comfort zone and make any adjustments needed to keep your portfolio within it. Read more…
Nationwide, regulatory reform is changing the way that advisors communicate with their clients and the type of information they’re required to provide. Find out how the new rules may help us work together even more effectively than in the past. Read more…
In spite of recent tax changes that restrict the tax benefits of testamentary trust, they may still play an important role in helping you achieve your estate planning goals. Here are seven situations in which you may want to use a testamentary trust. Read more…
If your spouse earns less income than you and is therefore in a lower tax bracket, transferring income to him or her can lower the tax you pay as a couple. In retirement, tax laws allow spouses to split up to half of income, but there’s a way to push that split income beyond the 50% level. 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.