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Volatility doesn't have to be cause for panic. It can, in fact, be advantageous for your portfolio. Read more…
More and more Canadians are living alone, each with unique financial needs that differ from couples and families. We can be your financial partner, to ensure that you are equipped to overcome any financial planning challenges. Read more…
Examining the most common gaps in group life and health plans - and how to bridge them. Read more…
Most people are familiar with the Old Age Security (OAS) “clawback,” which reduces the OAS benefit by 15% for every dollar of net income above $69,562 (as of December 2012). Minimizing the clawback means reducing your net income. That can involve a variety of techniques, some of which are best started well before OAS benefits begin at age 65. Read more…
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Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
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.