Russel Wealth Planning Group
Financial Security and Peace of Mind
Due to coronavirus pandemic, our upcoming seminar, Navigating the Retirement Roadmap has been postponed until further notice to safeguard the health and well-being of our guests and everyone involved.
Well-Advised Newsletter
Well-Advised Newsletter
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Estate Planning During COVID-19
May 22, 2020 • Estate Planning
The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. Here’s what you need to know.
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Beware the Ides of March
May 08, 2020 • Portfolio Construction
The fiscal and monetary policy actions announced over the past few weeks have been crucial to supporting individuals and businesses, but the long-term impact on central banks and financial markets could be just as significant.
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Help Flatten the Curve by Going Paperless with Assante InvestorOnline
April 10, 2020 • Technology, Security
Even with our office closed, finding convenient and secure solutions for sharing confidential communications and documents about your account with you is my priority.
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Market Disruptions – Then and Now
April 07, 2020 • Portfolio Construction
Looking at three different market disruptions in recent history, CI Multi-Asset Management demonstrates how and why markets reacted as they did, and what this can tell us about the current coronavirus pandemic.
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What’s your retirement personality?
March 26, 2020 • Retirement Planning
Imagining that you’re travelling the world or opening a charming bed and breakfast might sound like a wonderful daydream. Find out why it’s also a practical retirement planning exercise.
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When should you open a RRIF?
March 26, 2020 • Retirement Planning
It’s all about the tax. Find out why opening a Registered Retirement Income Fund (RRIF) either during your 60s or at age 71 can provide a tax break now or save tax over the long term.
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When a family member needs special care
March 26, 2020 • Financial Planning
Do you have a child with special needs or a spouse or parent with an illness or disability? While you devote so much extra time providing care, we can help out with the financial aspect of care.
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How to choose the method of making a charitable gift
March 26, 2020 • Estate Planning
Making smaller cash donations is straightforward. But making a large charitable gift involves an almost overwhelming number of donation methods. We’ve got a way to simplify your choices.
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Missing any tax credits or deductions?
March 26, 2020 • Tax Planning
We’ve got some information that will hopefully save you some tax dollars – whether you’re filing a personal tax return or you’re a business owner or incorporated professional.
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Update on Pandemic Response
March 20, 2020 • Technology, Security
We are committed to supporting you through this difficult time and extend our heartfelt wishes to our clients for their good health and safety.
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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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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.