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

Hero image - Death and taxes: What you need to know now
Hero image - Death and taxes: What you need to know now
Feb
15
On February 15, our wealth planning focus is on taxation at death and what you can do to prepare for it. We will also hear from Daniel Bubis, President and CIO of Tetrem Capital Management on their structured investment process.
Commentaire sur le budget provincial 2017 du Nouveau-Brunswick
Commentaire sur le budget provincial 2017 du Nouveau-Brunswick
Feb
13
Finance Minister Cathy Rogers tabled the 2017 New Brunswick provincial budget on February 7, 2017. The commentary, prepared by our Wealth Planning Group, can be used to assist you and your Assante advisor with your wealth planning strategy.
Retirement plan basics
Retirement plan basics
Feb
10
Are you unsure about what the different terms and acronyms used in connection with retirement plans mean? We’ve explained some of them for you.

Investments

Incertitude
Incertitude
Jan
19
Last year was full of surprises, the biggest being the election of Donald Trump as the next U.S. president.  While there are many unknowns regarding the “Trump effect,” it continues to push stock valuations higher. We are maintaining a “boring” position in our portfolios until there is more clarity...

Advisor Community

Calgary branch raises thousands for Wood’s Homes programs
Calgary branch raises thousands for Wood’s Homes programs
Feb
08
Assante advisors Greg Snider, Wayne Hill and their team at The Beacon Group of Assante Financial Management Ltd. in Calgary hosted a celebration of the holiday season that was focused on their client’s families and supporting Wood’s Homes of Calgary.