Back to top

Be well-informed.

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

Be well-informed.

Wealth Planning

budget de la Nouvelle-Écosse 2017
budget de la Nouvelle-Écosse 2017
May
01
Finance Minister Randy Delorey tabled the 2017 Nova Scotia provincial budget on April 27, 2017. 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.
budget de l’Ontario 2017
budget de l’Ontario 2017
May
01
Finance Minister Charles Sousa tabled the 2017 Ontario provincial budget on April 27, 2017. 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.
The Estate Freeze: Who should use it and why
The Estate Freeze: Who should use it and why
Apr
26
On May 10, our wealth planning focus was on estate freezes and why they may be useful to business owners. We also heard from Samuel A. Sanom, Vice President and Equity Portfolio Specialist of Wellington Management on their outlook for the U.S. equity market.

Investments

Différentes données fournissent différentes perspectives
Différentes données fournissent différentes perspectives
Apr
26
The excitement fuelled by U.S. President Donald Trump may have eased somewhat, but many market indicators imply that investor optimism persists. By many measures, investors are as fearless as they have been in about a decade.

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.