Assante Wealth Management

Karl Ruban CPA, CA, CFP®, CPCA

Senior Financial Planning Advisor
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Well-Advised Newsletter

  • The investment factor you can control

    December 14, 2018 • Financial Planning, Investment Planning

    You can’t control the markets but you have complete control over the amount you save and invest. Find out about the situations when meeting your financial objective depends on investing more.

    Read more…

  • Are RRSPs still the best choice?

    December 14, 2018 • Investment Planning, Retirement Planning

    In retirement, there’s a tax-saving strategy called “topping up to bracket.” It’s used when funds in a Some investors wonder if they’ll come out ahead investing in a non-registered account instead of a Registered Retirement Savings Plan (RRSP). But thanks to the significant tax deduction and tax-deferred growth, RRSPs win out.

    Read more…

  • When life changes, so do financial plans

    December 14, 2018 • Financial Planning

    One of these days, the unexpected may alter the course of your life. Find out through several case studies why financial plans must adapt to meet evolving needs.

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  • I'd like to talk to you about a loan

    December 14, 2018 • Financial Planning

    Has a friend or relative ever asked to borrow money? It can be an awkward situation. We’ve got several issues and guidelines to help you figure out what to do – including how to say no.

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  • Should you name a child as executor?

    December 14, 2018 • Estate Planning

    If you have only one child and she or he wants to be executor of your estate, consider yourself fortunate. But if you have two or more children, you must weigh several pros and cons before naming an executor or co-executors.

    Read more…

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© 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.
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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.