Assante Wealth Management

Marylou Heenan

Financial Advisor
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Well-Advised Newsletter

  • Can you count on market forecasts?

    March 25, 2014 • Investment Planning

    The experts don’t always agree on what lies ahead for the markets. Find out who you should — and who you should not — listen to. Read more…

  • Planning your estate begins earlier than you may think

    March 25, 2014 • Estate Planning, Financial Planning, Insurance Planning

    The key to maximizing your estate and minimizing tax implications is to plan ahead — ideally, decades ahead. Read more…

  • How much should you help your children?

    March 25, 2014 • Financial Planning, Lifestyle

    Warren Buffet doesn't lend money to his kids. Is he right or is he wrong? You be the judge, and decide what’s right for your family. Read more…

  • 5 guidelines to making the most of a financial windfall

    March 25, 2014 • Financial Literacy, Financial Planning, Luxury Assets, Retirement Planning

    From a severance package, to a divorce settlement, to an inheritance, there are five principles that can help you put unexpected funds to the best use. Read more…

  • Put your tax refund to work

    March 25, 2014 • Tax Planning

    Expecting a tax refund? Hooray, you might think — free money! Well, not really. Why not consider using your money in a way that generates longer-lasting benefits? Here are some ideas. Read more…

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Disclaimer

© 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.