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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…
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…
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…
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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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.