Be well-informed.

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

Be well-informed

Wealth Planning

economic response plan
economic response plan
Aug
05
The federal government has enacted several legislations aimed at stabilizing the economy during the COVID-19 pandemic. Here's what you need to know.
middle aged woman in her home office
middle aged woman in her home office
Jul
28
The opportunity to deduct home office expenses on personal tax returns has been a popular topic as more employees are working from home during COVID-19. Here’s what you need to know.
asian family sitting on couch
asian family sitting on couch
Jul
20
So much can change between the time your estate plan and related documents are prepared and when they take effect. That’s why it’s important for your estate plan to include back-up plans.

Investments

young man and woman looking at documents
young man and woman looking at documents
Jun
11
Did you know that an RESP is composed of two different pools of money? We’ll explain how RESP withdrawals work and how you can minimize or eliminate any tax.

Advisor Community

congratulating the 2020 wealth professional awards finalists
congratulating the 2020 wealth professional awards finalists
Jun
09
Assante Wealth Management’s service excellence has been acknowledged with seven nominations at this year’s Wealth Professional Awards in notable categories such as firm and advisor of the year.