Be well-informed.

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

Be well-informed

Wealth Planning

meeting with three people
meeting with three people
Jun
29
There’s a right time and a wrong time to make your portfolio more conservative. Find out how the right move at the right time keeps you on track to reach your investment objectives.
Provincial flag for Saskatchewan
Provincial flag for Saskatchewan
Jun
25
Finance Minister Donna Harpauer tabled the 2020-2021 Saskatchewan provincial budget on June 15, 2020. Here's what you need to know.
PEI flag
PEI flag
Jun
25
Finance Minister Darlene Compton tabled the 2020-2021 Prince Edward Island provincial budget on June 17, 2020. Here's what you need to know.

Investments

young man and woman looking at documents
young man and woman looking at documents
Jun
11
Did you know that an RESP is composed of two different pools of money? We’ll explain how RESP withdrawals work and how you can minimize or eliminate any tax.

Advisor Community

congratulating the 2020 wealth professional awards finalists
congratulating the 2020 wealth professional awards finalists
Jun
09
Assante Wealth Management’s service excellence has been acknowledged with seven nominations at this year’s Wealth Professional Awards in notable categories such as firm and advisor of the year.