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Be well-informed.

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

Be well-informed.

Wealth Planning

Death and taxes: What you need to know now
Death and taxes: What you need to know now
Mar
17
This quarter, our wealth planning focus was on taxation at death and what you can do to prepare for it. We also heard from Daniel Bubis, President and CIO of Tetrem Capital Management on their structured investment process.
Hero image - Death and taxes: What you need to know now
Hero image - Death and taxes: What you need to know now
Feb
15
On February 15, our wealth planning focus was on taxation at death and what you can do to prepare for it. We also heard from Daniel Bubis, President and CIO of Tetrem Capital Management on their structured investment process.
Commentaire sur le budget provincial 2017 du Nouveau-Brunswick
Commentaire sur le budget provincial 2017 du Nouveau-Brunswick
Feb
13
Finance Minister Cathy Rogers tabled the 2017 New Brunswick provincial budget on February 7, 2017. The commentary, prepared by our Wealth Planning Group, can be used to assist you and your Assante advisor with your wealth planning strategy.

Investments

Ne tournez pas trop vite le dos aux États-Unis
Ne tournez pas trop vite le dos aux États-Unis
Feb
23
Those hoping for constructive action on U.S. President Donald Trump’s pro-growth policies and less action on his protectionist ones have been disappointed. However, as long as democracy and free markets remain in place to foster technological growth and productivity enhancements, the U.S. will...

Advisor Community

The Assante Group of Seven Wealth Advisors
The Assante Group of Seven Wealth Advisors
Mar
01
Assante Wealth Management and 10 Assante advisory practices have partnered with the McMichael Canadian Art Collection to celebrate the 50th anniversary of the McMichael Canadian Art Collection and the 150th anniversary of the Confederation.