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Well-Advised Newsletter

  • How to balance risk and reward when rates are low

    July 01, 2013 • Investment Planning

    When interest rates at record lows, how do you ensure that you're earning enough on your investments to stay ahead of inflation, while not taking on too much risk to your portfolio? Read more…

  • Want to make the most of education savings for your kids?

    July 01, 2013 • Financial Planning

    Go beyond the ABCs of making the most of your education savings plan for your kids, and consider some of these more advanced strategies. Read more…

  • Will you be able to retire when you want?

    July 01, 2013 • Retirement Planning

    There are three key variables that may affect your retirement date. Learn more about how you can compensate if there's a life change that affects one of them. Read more…

  • Money tips for you and your teens

    July 01, 2013 • Financial Literacy, Financial Planning

    Becoming a savvy financial planner is an education of its own. What are the tips that you should be imparting to your teens during and leading out of their school years? Read more…

  • Tax-smart gifts to grandchildren

    July 01, 2013 • Tax Planning

    Giving a cash gift now to your grandchild brings the satisfaction of seeing your gift make a difference. It can also bring financial benefits. Here’s what you need to know. Read more…

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Disclaimer

© 2019 Assante Wealth Management

Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).

ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
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AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
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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.