Be well-informed.

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

Be well-informed

Wealth Planning

estate planning during covid-19
estate planning during covid-19
May
15
The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. Here’s what you need to know.
economic response plan
economic response plan
May
13
On March 25, 2020, the federal government enacted Bill C-13, the COVID-19 Emergency Response Act, aimed at stabilizing the economy during the COVID-19 outbreak. Here's what you need to know.
daughter caring for her mother
daughter caring for her mother
Apr
15
Do you have a child with special needs or a spouse or parent with an illness or disability? While you devote so much extra time providing care, we can help out with the financial aspect of care.

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.