Matt Buie
CFP® Senior Financial Planning Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
-
The Playbook - April 29, 2019
April 26, 2019 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
Read more… -
The Playbook - April 22, 2019
April 18, 2019 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
Read more… -
The Playbook - April 15, 2019
April 15, 2019 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
Read more… -
The Playbook - April 8, 2019
April 08, 2019 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
Read more… -
Portfolio Construction - The Fed is the new macro
April 05, 2019 • Portfolio Construction
Stock markets have rallied significantly and consistently since 2009 when central banks cut interest rates to zero and increased the money supply through quantitative easing (QE) programs. Ten years later, these measures are largely still in place.
Read more… -
How to keep your TFSA aligned with your goals
April 01, 2019 • Estate Planning, Financial Planning, Retirement Planning, Tax Planning
Are you using your Tax-Free Savings Account (TFSA) to its best advantage? Find out about five objectives a TFSA can achieve, and why you might change your TFSA investments over time.
Read more… -
Next best thing to saving tax now
April 01, 2019 • Tax Planning
Have you noticed we’re getting fewer tax breaks? The next best way to come out ahead is to pay the tax later. Find out why tax deferral works and learn about some key methods available.
Read more… -
Retiring gradually
April 01, 2019 • Retirement Planning
So many people are working past 65 that unretirement is often called the new normal. We’ve got a summary of the financial planning matters to consider when earning income in traditional retirement years.
Read more… -
The Playbook - April 1, 2019
April 01, 2019 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
Read more… -
Leaving more to your heirs
April 01, 2019 • Estate Planning
The value of your estate assets could be eroded by tens or hundreds of thousands of dollars in tax. But there’s a life insurance solution that protects an estate’s value – and the children’s inheritance.
Read more…
© 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.
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.