Be well-informed.

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

Be well-informed

Wealth Planning

Drapeau d'Ontario
Drapeau d'Ontario
Apr
02
On March 25, 2020, due to uncertainty caused by COVID-19, Ontario Minister of Finance Rod Phillips released an economic and fiscal update for the province in place of a budget. Here's what you need to know.
person filing their taxes
person filing their taxes
Apr
01
As governments react to the global pandemic, the daily changes may have you wondering how tax filing and payments are affected. Here's what you need to know.
woman on her computer
woman on her computer
Apr
01
With increasing self-isolation and government aid programs to compensate for income losses, how are business owners being affected? Here's what you need to know.

Investments

farm on a sunny day
farm on a sunny day
Jan
16
If you plan to transfer farm inventory to the next generation, you may consider transferring the inventory over a number of years to spread the income and resulting tax liability over those years.

Advisor Community

13th annual financial freedom bootcamp
13th annual financial freedom bootcamp
Feb
15
Young adults receive financial know-how from Assante Vancouver Centre, in what is proving to be highly popular training. It’s so popular, there is already a waiting list for next year.