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Did you know that if you purchase critical illness insurance or disability insurance and don’t make any claims you can get your premiums back? It’s true. The return of premium feature is added on to a regular policy by some insurance providers in Canada. There’s an additional cost, but it may be worth your while. Read more…
How has your taste for risk changed? Just as you mature with age, your risk tolerance can change over time, with consequences for your portfolio. Read more…
Can you afford your child's education? You contribute regularly to a RESP, but could you be doing more? Here are a few strategies for a more proactive approach to funding your children's education. Read more…
A change in marital status means a change to your plan. Whether you're a newlywed or newly single, your financial plans will need adjusting. Read more…
Are you flying south this winter to spend some time in the warm parts of the U.S.? You’ll have arranged to get your snow shovelled and mail picked up, but what about some of the small details of financial planning? Read more…
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Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
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.