Matt Buie B.Sc., CFP® Senior Financial Planning Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
-
Expanding the Toolkit
February 06, 2020 • Portfolio Construction
This month, the CI Multi-Asset Management team is opening their toolbox to show how they’re incorporating alternative investments across their managed solutions for a new, modern approach to portfolio construction.
Read more… -
The Playbook – February 3, 2020
February 03, 2020 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
Read more… -
Passing the Baton
January 31, 2020 • Portfolio Construction
World stock markets have seen strong returns partially as a result of easing monetary policy from central banks around the globe. The baton has now been passed to government leaders to take the charge in continuing this economic stimulus.
Read more… -
The Playbook – January 27, 2020
January 27, 2020 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
Read more… -
The Playbook – January 20, 2020
January 20, 2020 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
Read more… -
The Playbook – January 13, 2020
January 17, 2020 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
Read more… -
RRSP versus TFSA: Did you ever have to make up your mind?
December 30, 2019 • Investment Planning, Retirement Planning
Learn about the number one factor that determines whether an RRSP or a TFSA delivers the best performance for retirement savings.
Read more… -
Couples without children approach financial planning differently
December 30, 2019 • Financial Planning
The financial media focuses on couples with children, but there’s almost an equal number of couples without children. We’ve got financial planning insights for this hidden demographic.
Read more… -
Watch out for the windfall syndrome
December 30, 2019 • Financial Planning
When money comes your way that’s not from your paycheque, can you spend those dollars lavishly or should you use the funds practically? Find out some thoughts about this decision.
Read more… -
Want to see into the future?
December 30, 2019 • Financial Planning
Many life decisions we need to make today would be a lot easier if we only knew what our financial situation will be in the future. Find out how we can help with that.
Read more…
© 2020 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.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
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.