Bloom Wealth Investment Consulting
Assante Newsletter
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Is a spousal RRSP still valuable?
September 24, 2016 • Financial Planning
Is a spousal RRSP still valuable? Read more…
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Living trusts – not only for the rich and famous
September 24, 2016 • Estate Planning
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…
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Life is different for Generation Y
September 24, 2016 • Lifestyle
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…
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How do new tax changes affect you?
June 24, 2016 • Tax Planning
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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A strategic approach to RESP withdrawals
June 24, 2016 • Financial Planning
The day you’ve been planning for is finally here. Your child is headed off to college or university. Now the challenge is to withdraw carefully from your Registered Education Savings Plan (RESP) so you make the most of your savings. Here are strategies that can help. Read more…
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Retirement income planning calls for a customized approach
June 24, 2016 • Retirement Planning
All retirees share a goal to stretch retirement dollars and minimize tax, but the path toward that goal can be very different, depending on lifestyle, net worth, and other factors. Here are three real-world examples to give you some insights. Read more…
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Teach your children well — with a TFSA
June 24, 2016 • Investment Planning
Want to help your child learn about investing? A TFSA is a good place to start Read more…
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All in the family
March 25, 2016 • Financial Planning, Investment Planning, Tax Planning
You know that you can always come to us for advice on any financial challenge you’re facing. But what if it’s your parents, in-laws, or an adult child who needs assistance? You’ll be pleased to know that we can help them, too. Read more…
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Does managing your financial life ever feel like a juggling act?
March 25, 2016 • Financial Planning, Lifestyle, Retirement Planning
As your life evolves, managing financial priorities can get increasingly complicated. Should you pay down your mortgage or contribute to your RRSP? Or maybe your TFSA? And what about the RESP for the kids’ education? Find out how we can help. Read more…
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Goodbye, one size fits all. Hello, custom tailoring.
March 25, 2016 • Financial Planning, Lifestyle
The “traditional” family is no more. These days, we’re just as likely to see single parent with kids as couples without — not to mention blended families. That’s why we always start by looking at your situation. Read more…
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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.
