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

Investments

retired man and woman sitting in the park
retired man and woman sitting in the park
Sep 16, 2020
It’s something you don’t often realize until you retire, but tax becomes one of your biggest expenses in retirement. We’ve got a few strategies that can help you trim your tax bill.
young man and woman looking at documents
young man and woman looking at documents
Jun 11, 2020
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.
farm on a sunny day
farm on a sunny day
Jan 16, 2020
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.
client meeting with financial advisor
client meeting with financial advisor
Jan 7, 2020
Learn about the number one factor that determines whether an RRSP or a TFSA delivers the best performance for retirement savings.
Retired couple on boat
Retired couple on boat
Dec 27, 2019
Reducing the Old Age Security (OAS) clawback means reducing your net income. This can involve a variety of techniques that your financial advisor can plan for. Here are four strategies to consider.
People putting money into piggy bank
People putting money into piggy bank
Dec 12, 2019
Are you using your Tax-Free Savings Account (TFSA) to its best advantage? Find out about five objectives a TFSA can achieve, and why you might change your TFSA investments over time.
father and adult daughter
father and adult daughter
Dec 9, 2019
You likely have insurance right now that protects your income if you can’t work because of an illness or injury. But find out if that insurance gives you all the coverage you may need.
African grandmother and granddaughter
African grandmother and granddaughter
Sep 26, 2019
Do you think that designating a beneficiary for your RRSP or RRIF is as simple as filling a box on a form? You might be surprised by the thought involved beforehand and choices available.
Young couple on tablet
Young couple on tablet
Sep 17, 2019
Assante Wealth Management broadens the reach of its advice with a new online investing platform pairing leading-edge technology and award-winning portfolio management.
father and son on the lake shore
father and son on the lake shore
Jul 23, 2019
A registered disability savings plan is a valuable way for parents to set aside funds for an individual’s financial future. Here are the benefits and restrictions of an RDSP.