Bloom Wealth Investment Consulting
Assante Newsletter
-
The Big Picture - Volatility returns
February 23, 2018 • The Big Picture
Investors who experienced the unprecedented market volatility during the financial crisis of 2008-2009 were recently provided with a reminder of how unsettling these times can be.
Read more… -
Should you borrow to invest?
December 25, 2017 • Investment Planning
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…
-
When retirement is on the horizon
December 25, 2017 • Retirement Planning
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…
-
Staying on course through divorce
December 25, 2017 • Lifestyle
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…
-
Take a proactive approach to helping your parents
December 25, 2017 • Lifestyle
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…
-
Should you split your CPP/QPP pension?
December 25, 2017 • Retirement Planning
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…
-
The Big Picture - Europe turns a corner
December 12, 2017 • The Big Picture
During the early aftermath of the global financial crisis in 2008-09, Europe’s sovereign debt situation made regular headlines.
Read more… -
Plan now for year-end to-dos
September 24, 2017 • Financial Planning
Why wait for the busy holiday season to take care of your end-of-year financial tasks, like charitable donations and RRSP top-ups? These simple steps can help reduce stress by giving you a head start on your financial to-do list. Read more…
-
When the nest empties, life changes
September 24, 2017 • Estate Planning
When children grow up and leave home, it can be an emotional time. But then, practical matters come into view, including insurance updates and the benefits of downsizing. Taking time to consider the financial side of an empty nest can benefit the whole family. Read more…
-
Simplify your financial life
September 24, 2017 • Financial Planning
Have investments spread out across different financial institutions? You’re not alone. But instead of trying to juggle different accounts, statements and fees, consider how consolidating your investments in one spot can bring you closer to your goals. Read more…
© 2018 Assante Wealth Management
Assante advisory services are offered through Assante Capital Management Ltd. and Assante Financial Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. 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.
