Be well-informed.

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

Be well-informed.

Investments

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.
Group of students
Group of students
Jun 27, 2019
Average education savings seem just fine until the day they meet above average costs. We’ve got a range of tuition fees to show you and solutions to help you save for your child’s education.
Two friends talking about loan
Two friends talking about loan
Jan 15, 2019
Has a friend or relative ever asked to borrow money? It can be an awkward situation. We’ve got several issues and guidelines to help you figure out what to do – including how to say no.