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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

New measures on the principal residence exemption
New measures on the principal residence exemption
Apr
24
The principal residence exemption provides a way to shield an economic gain arising on the sale of a qualifying residence, such as your home or cottage, from taxation. In October 2016, significant proposals were announced relating to the PRE.
Consider your family obligations in your estate plan
Consider your family obligations in your estate plan
Mar
30
Across Canada, there have been legislative changes to wills, estate and succession laws, as well as new family law legislation and court decisions in some provinces that could impact your estate plan. It may be time to revisit your planning.
Quebec provincial budget 2017
Quebec provincial budget 2017
Mar
28
Finance Minister Carlos Leitão tabled the 2017 Quebec provincial budget on March 28, 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

Augmentation du prix du petrole en 2017
Augmentation du prix du petrole en 2017
Apr
03
Among many surprises during 2016 was OPEC’s November agreement to limit oil production – the first such agreement in eight years. Perhaps more surprisingly, it extended beyond the cartel, as Russia agreed to unprecedented cuts to its own output.

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.