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Every new year, investment experts come out with predictions on which markets will outperform over the next 12 months. But financial markets are unpredictable — which is why it makes sense to spread the risk by diversifying. Read more…
The 2016 federal budget may have eliminated the Family Tax Cut, but there are still a number of ways to transfer income within your family and save on taxes. Take a look at these seven income-splitting strategies. Read more…
Do you think trusts only benefit the ultra-wealthy? Think again. Whether you’re looking to pass on your business, transfer property, or leave something to charity, a trust can be a useful tool – even to those of modest net worth. Here are some examples. Read more…
From employment issues to out-of-reach home ownership, Generation Y – those born between 1980 and 2000 – face a number of financial obstacles that previous generations did not. Here are some options parents can explore with millennials to help them overcome these challenges. Read more…
The March 22 federal budget included some immediate tax changes, while others are being rolled out through 2016. Find out how some of the key changes may affect you and your investment strategy, and how we can help you plan accordingly. 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.