Be well-informed.

We are committed to providing clients with timely information on investments, wealth planning and our community.

Be well-informed.

Wealth Planning

Portrait of retired couple
Portrait of retired couple
Oct
15
For couples, pension incoming splitting and pension sharing are two ways you can adjust your taxable income reduce total taxes.
Retired couple meeting with financial advisor
Retired couple meeting with financial advisor
Oct
07
A significant cash surplus from downsizing could boost your retirement income. But find out how practical, psychological and estate planning factors influence whether you stay or go. 
Middle aged couple looking at their tablet
Middle aged couple looking at their tablet
Oct
02
In December, many people face a time crunch with holiday planning and end-of-year tasks. But you can reduce the stress by getting a head start on your financial to-do list. Here are some steps you can start planning now.

Investments

African grandmother and granddaughter
African grandmother and granddaughter
Sep
26
Do you think that designating a beneficiary for your RRSP or RRIF is as simple as filling a box on a form? You might be surprised by the thought involved beforehand and choices available.

Advisor Community

Serge Savard Invitational Golf Tournament
Serge Savard Invitational Golf Tournament
Sep
24
Peter Pomponio, Managing Director of Assante Quebec, is partnering with some of Canadian hockey’s top stars to fulfill a $5-million-dollar donation goal for student athlete development programs at the University of Sherbrooke.