Assante Wealth Management

Marylou Heenan RRC, CCS

Financial Advisor
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Well-Advised Newsletter

  • Playbook - July 15, 2019

    July 15, 2019 • Playbook

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

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  • Playbook - July 5, 2019

    July 05, 2019 • Playbook

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

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  • Portfolio Construction - Trade War: What is it Good For?

    June 28, 2019 • Portfolio Construction

    At the beginning of the year, an escalating trade war between the U.S. and China was noted as a risk to our outlook, which was that global economic growth is likely to remain positive in 2019, albeit at a much slower pace.

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  • The Playbook - July 1 2019

    June 28, 2019 • Playbook

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

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  • How to save tax as a couple

    June 21, 2019 • Tax Planning

    Interested in strategies to pay less tax every year? Three couples illustrate effective ways to save tax by splitting income in working years, in a business and while retired.

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  • How often should you check your portfolio?

    June 21, 2019 • Investment Planning

    Investors these days can check their portfolio whenever they wish. But just because we can, does it mean we should? Find out what’s appropriate and what may pose a problem.

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  • Are you entering the retirement risk zone?

    June 21, 2019 • Retirement Planning

    It begins several years before retirement and continues for several years after the day you retire. Learn why your investments need extra protection while you are in the retirement risk zone.

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  • The Playbook – June 24, 2019

    June 21, 2019 • Playbook

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

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  • Does your spouse have a different investment personality?

    June 21, 2019 • Financial Planning

    You might be worried if you and your spouse have opposite ideas about investing. But your differences may present no problem at all.

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  • When education savings may need a boost

    June 21, 2019 • Financial Planning

    Average education savings seem just fine until the day they meet above average costs. We’ve got a range of tuition fees to show you and solutions to help you.

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Newsletter Topics

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  • Investment Planning
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  • 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.