Bloom Wealth Investment Consulting
Assante Newsletter
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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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Is your home a nest or nest egg?
March 25, 2016 • Estate Planning, Retirement Planning
For many retirees, deciding whether or not to downsize can be a struggle that touches on both emotional and financial considerations. Here are some thought-starters that can help you arrive at the decision that’s right for you. Read more…
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Tax tip at 65
March 25, 2016 • Retirement Planning, Tax Planning
Age 65? Don’t miss out on this tax tip that could save you money Read more…
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Shining the spotlight on TFSAs
December 25, 2015 • Financial Literacy, Financial Planning
The contribution limit is likely to change (if the Liberals hold true to their campaign promise), but the Tax-Free Savings Account (TFSA) remains one of the most effective ways to accumulate capital. Are you using yours the right way? Read more…
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When retirement comes, expect the unexpected
December 25, 2015 • Retirement Planning
Your spouse needs a walker. Your adult kids are facing a cash crunch. Your house needs a new roof. Unexpected costs like these can erode your retirement savings. A flexible plan takes into account both known and unknown variables so the unexpected doesn’t derail your retirement. Read more…
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When estate planning needs are moving targets
December 25, 2015 • Estate Planning
How can you develop an estate plan when your goals may change over time? One answer is to choose a solution that’s flexible enough to meet a variety of objectives. Meet the “Swiss army knife” of estate planning. Read more…
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Make your charitable donations tax-smart
December 25, 2015 • Estate Planning, Financial Planning, Lifestyle, Tax Planning
By taking a strategic approach with your donations, you may be able to optimize the benefits to both the charity and yourself. Read more…
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Your RRIF — should you withdraw more than the minimum?
December 25, 2015 • Retirement Planning, Tax Planning
The conventional wisdom is to draw from the least-taxed sources first and put off withdrawals from more heavily taxed sources. This seems to make good sense from a tax perspective, but let’s look at what happens down the road. Read more…
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It’s never a good time to time the market
September 24, 2015 • Investment Planning
The old market adage is to “buy low and sell high.” It’s a great theory, but the reality is that lows and highs can be confirmed only after they’ve happened. We’ve got a better, much more reliable, approach for reaching your goals. Read more…
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Education savings goal: Create opportunities
September 24, 2015 • Financial Planning
With tax-free growth and government grants, Registered Education Savings Plans (RESPs) are a great way to set money aside for your children’s future. But they’re not the only way, and if your child has high aspirations, you may want to consider other ways to save. 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.
