Assante Wealth Management

Matt Buie

CFP® Senior Financial Planning Advisor
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Well-Advised Newsletter

  • How to choose a beneficiary for your RRSP or RRIF

    September 27, 2019 • Estate Planning, Tax Planning

    Do you think that designating a beneficiary for your RRSP or RRIF is as simple as filling a box on a form? You might be surprised by the thought involved beforehand and choices available.

    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…

  • 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…

  • When do you need a power of attorney?

    April 01, 2019 • Estate Planning

    If you ever lose the ability to manage your financial affairs, someone must take over. Learn why there’s no advantage, only risks, when you put off getting a power of attorney.

    Read more…

  • Should you name a child as executor?

    December 14, 2018 • Estate Planning

    If you have only one child and she or he wants to be executor of your estate, consider yourself fortunate. But if you have two or more children, you must weigh several pros and cons before naming an executor or co-executors.

    Read more…

  • Minimizing taxation of estate assets

    October 12, 2018 • Estate Planning

    There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.

    Read more…

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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.