Be well-informed.

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

Be well-informed.

Wealth Planning

Multi ethnic couple working together
Multi ethnic couple working together
Jul
15
It begins several years before retirement and continues for several years after the day you retire. Learn why your investments need extra protection while you are in the retirement risk zone.
Young couple reviewing documents
Young couple reviewing documents
Jul
04
You might be worried if you and your spouse have opposite ideas about investing. But your differences may present no problem at all – and could even benefit you both.
PEI flag
PEI flag
Jul
03
Finance Minister Darlene Compton tabled the 2019 Prince Edward Island provincial budget on June 25, 2019. The commentary, prepared by our Wealth Planning Group at Assante Private Client, can be used to assist you and your Assante advisor with your wealth planning strategy.

Investments

Group of students
Group of students
Jun
27
Average education savings seem just fine until the day they meet above average costs. We’ve got a range of tuition fees to show you and solutions to help you save for your child’s education.

Advisor Community

Jack Lumsden coaching Burlington football team
Jack Lumsden coaching Burlington football team
May
07
Jack Lumsden has been a football coach and mentor to young boys for over 15 years. He’s helped them win a Halton Junior Championship along the way.