Assante Wealth Management

Karl Ruban CPA, CA, CFP®, CPCA

Senior Financial Planning Advisor
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Well-Advised Newsletter

  • The Playbook – September 30, 2019

    September 30, 2019 • Playbook

    The Playbook provides a weekly review and outlook on economic and market trends.

    Read more…

  • How to choose a beneficiary for your RRSP or RRIF

    September 27, 2019 • Estate Planning, Tax Planning

    Do you think that designating a beneficiary for your RRSP or RRIF is as simple as filling a box on a form? You might be surprised by the thought involved beforehand and choices available.

    Read more…

  • End of year reminders and strategies

    September 27, 2019 • Investment Planning

    We’ve got some financial to-dos to stay on track and tips to come out ahead. All must be completed by December 31, and some will be achieved more smoothly if you start early.

    Read more…

  • Should a retirement plan include your home?

    September 27, 2019 • Retirement Planning

    A significant cash surplus from downsizing could boost your retirement income. But find out how practical, psychological and estate planning factors influence whether you stay or go.

    Read more…

  • Teaching your children to manage money

    September 27, 2019 • Financial Literacy

    You have the power to instill financial habits in your children that can last their lifetime. Learn about valuable teaching moments for tweens, teens and college and university students.

    Read more…

  • Decisions, decisions, decisions…

    September 27, 2019 • Financial Planning, Lifestyle

    It happens to each of us – facing a life choice but having trouble making the decision. We’ve got examples to show that decision-making help is available when a financial element is involved.

    Read more…

  • The Playbook – September 23, 2019

    September 20, 2019 • Playbook

    The Playbook provides a weekly review and outlook on economic and market trends.

    Read more…

  • Playbook - September 16, 2019

    September 16, 2019 • Playbook

    The Playbook provides a weekly review and outlook on economic and market trends.

     

    Read more…

  • Playbook - September 9, 2019

    September 09, 2019 • Playbook

    The Playbook provides a weekly review and outlook on economic and market trends.

    Read more…

  • Portfolio Construction - Beggar thy neighbour

    September 04, 2019 • Portfolio Construction

    The U.S.-China trade war became a potential currency war in August 2019 when China allowed its currency to depreciate to more than 7 yuan per U.S. dollar.

    Read more…

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Newsletter Topics

  • Technology
  • Playbook
  • Portfolio Construction
  • The Big Picture
  • Security
  • Estate Planning
  • Financial Literacy
  • Financial Planning
  • Insurance Planning
  • Investment Planning
  • Lifestyle
  • Retirement Planning
  • Tax Planning

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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.