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

Be well-informed.

Wealth Planning

Middle aged couple looking at their finances
Middle aged couple looking at their finances
Apr
08
You are never too old, too young, too wealthy or too poor to engage in financial planning. Here’s why financial planning is important.
Quebec flag
Quebec flag
Apr
01
Finance Minister Eric Girard tabled the 2019 Quebec provincial budget on March 21, 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.
Commentaire sur le budget provincial 2017 du Nouveau-Brunswick
Commentaire sur le budget provincial 2017 du Nouveau-Brunswick
Mar
29
Finance Minister Ernie Steeves tabled the 2019 New Brunswick provincial budget on March 19, 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

Multi ethnic couple reviewing documents
Multi ethnic couple reviewing documents
Mar
13
Are you using your Tax-Free Savings Account (TFSA) to its best advantage? Find out about five objectives a TFSA can achieve, and why you might change your TFSA investments over time.

Advisor Community

motionball gala
motionball gala
Feb
25
Assante Wealth Management is a proud partner of motionball for Special Olympics, which recently hosted its annual 2019 Toronto gala that donated $300,000 for Special Olympics athletic programs across Canada.