Be well-informed.
We are committed to providing clients with timely information on investments, wealth planning and our community.
Wealth Planning
Feb
06
Here are some tips on how financial, estate and retirement planning changes as you navigate through your 50s and 60s.
Feb
03
The federal government is beginning to clamp down on tax-reduction opportunities for small businesses. With the new restrictions, it becomes even more important to take advantage of the tax breaks that remain. Here are three strategies to consider.
Jan
21
Ever wonder if you’ll be affected by Old Age Security clawback? To minimize OAS clawback, you need to reduce net income. During retirement, an effective strategy is splitting pension income. But several strategies, including the following, can be initiated before retirement arrives.
Investments
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
Jan
21
Assante Wealth Management is taking charitable giving to greater heights as the presenting sponsor of the ONE LIFE gala benefiting the children of families fighting cancer at Princess Margaret Cancer Centre.