Be well-informed.
We are committed to providing clients with timely information on investments, wealth planning and our community.
Wealth Planning
Aug
05
The federal government has enacted several legislations aimed at stabilizing the economy during the COVID-19 pandemic. Here's what you need to know.
Jul
28
The opportunity to deduct home office expenses on personal tax returns has been a popular topic as more employees are working from home during COVID-19. Here’s what you need to know.
Jul
20
So much can change between the time your estate plan and related documents are prepared and when they take effect. That’s why it’s important for your estate plan to include back-up plans.
Investments
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
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.