Assante Wealth Management

Marylou Heenan RRC, CCS

Financial Advisor
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Well-Advised Newsletter

  • The Playbook - June 17, 2019

    June 17, 2019 • Playbook

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

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  • The Big Picture-The Active versus Passive Debate Evolves

    June 07, 2019 • The Big Picture

    Historically, Canada has been slower to adopt new investing vehicles than either the U.S. or Europe.However, once Canadians buy in, they are every bit as interested in these new tools as their international compatriots.

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  • The Playbook - June 10, 2019

    June 07, 2019 • Playbook

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

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  • The Playbook - June 3, 2019

    June 03, 2019 • Playbook

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

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  • Portfolio Construction - The Power of Zeros

    May 27, 2019 • Portfolio Construction

    It has been 10 years since stock markets bottomed in 2008-09 following the financial turmoil caused by excessive leverage.

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  • The Playbook - May 27, 2019

    May 27, 2019 • Playbook

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

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  • The Playbook - May 20, 2019

    May 20, 2019 • Playbook

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

    Read more…

  • The Playbook - May 13, 2019

    May 17, 2019 • Playbook

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

    Read more…

  • Portfolio Construction - Seizing opportunities

    May 09, 2019 • Portfolio Construction

    Over the first quarter of 2019, global economies continued to slow, Brexit and U.S.-China trade remained uncertain, but the key theme was the pivot in U.S. Federal Reserve policy.

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  • The Playbook - May 6, 2019

    May 06, 2019 • Playbook

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

    Read more…

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Newsletter Topics

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  • The Big Picture
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  • Investment Planning
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  • 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.