Be well-informed.

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

Be well-informed

Wealth Planning

black couple on beach
black couple on beach
Feb
06
Here are some tips on how financial, estate and retirement planning changes as you navigate through your 50s and 60s.
Two business owners reviewing documents on laptop at a coffee shop
Two business owners reviewing documents on laptop at a coffee shop
Feb
03
The federal government is beginning to clamp down on tax-reduction opportunities for small businesses. With the new restrictions, it becomes even more important to take advantage of the tax breaks that remain. Here are three strategies to consider.
Mixed couple reviewing paperwork
Mixed couple reviewing paperwork
Jan
21
Ever wonder if you’ll be affected by Old Age Security clawback? To minimize OAS clawback, you need to reduce net income. During retirement, an effective strategy is splitting pension income. But several strategies, including the following, can be initiated before retirement arrives.

Investments

farm on a sunny day
farm on a sunny day
Jan
16
If you plan to transfer farm inventory to the next generation, you may consider transferring the inventory over a number of years to spread the income and resulting tax liability over those years.

Advisor Community

One Life Gala Sponsorship
One Life Gala Sponsorship
Jan
21
Assante Wealth Management is taking charitable giving to greater heights as the presenting sponsor of the ONE LIFE gala benefiting the children of families fighting cancer at Princess Margaret Cancer Centre.