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Every year, you contribute the maximum allowable amount to your Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA) and meet your non-registered investments goal. You’re on track to achieve your retirement savings objective. But now let’s say you want a larger nest egg — perhaps to retire earlier or more comfortably. So you’re [...] Read more…
Visions of retirement are quite different from person to person, but the financial planning to get there is similar for everyone. Here are five essential items on your pre-retirement to-do list. 1. Set the date Setting the date is the fun part — it gives you a specific day to look forward to! Even [...] Read more…
In Canada, about four in ten first marriages end in divorce.1 Breaking up is never easy, but you can ease a lot of the stress by staying on top of the financial side. Here are some tips to help you steer through the process. Initial steps Essential first steps typically involve the following. [...] Read more…
As parents get older, they may need assistance with things like yard work, home maintenance, and so on. Often, they’d benefit from a helping hand with financial matters, too. By taking action now, you may prevent problems from arising down the road. Here are five proactive ways to help. 1. Make sure their wills [...] Read more…
Canada’s tax laws allow you to split your Canada Pension Plan (CPP) or Quebec Pension Plan (QPP) benefits with your spouse, a strategy that’s well worth considering if one of you is in a substantially higher tax bracket than the other. “Pension sharing” moves pension income from the spouse in the higher tax bracket to [...] 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.