Bloom Wealth Investment Consulting
Assante Newsletter
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Diversification – the confidence factor
December 25, 2016 • Financial Planning
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…
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Investing for safety has a time and place
December 25, 2016 • Investment Planning
With today’s low interest rates, investors need to think carefully about when and where to park cash. Here’s what you need to know. Read more…
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Seniors beware: How to avoid fraud
December 25, 2016 • Lifestyle
Seniors beware: How to avoid fraud. Read more…
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The bottom line is the finish line
September 24, 2016 • Investment Planning
Market volatility can rattle even the most seasoned investors – especially when linked to headline-grabbing world events. Here are some approaches to help you stay focused – and on track to meet your goals. Read more…
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7 ways to split income – and pay less tax
September 24, 2016 • Tax Planning
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…
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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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