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Wealth Planning

family at the beach
family at the beach
Dec 30, 2020
You save tax as a family when you transfer your income to children in a lower tax bracket. We’ve got specific income-splitting strategies that work for minor children and adult children.
man and woman snow sledding
man and woman snow sledding
Dec 21, 2020
There are countless situations and life events that could make you alter your retirement plans. But there are four ways to react to those changes and fulfill your retirement dreams.
young man looking at papers
young man looking at papers
Dec 15, 2020
Find out about three ways investors may react to a significant market downturn. Then see if your own reaction might prompt a change to your investment portfolio.
Canadian maple leaf
Canadian maple leaf
Dec 7, 2020
On November 30, 2020, Canadian Deputy Prime Minister and Finance Minister, Chrystia Freeland, delivered the government’s Fall Economic Statement titled, Supporting Canadians and Fighting COVID-19. Here's what you need to know.
Les taxes imposes par les Etats-unis
Les taxes imposes par les Etats-unis
Oct 29, 2020
The U.S. elections are scheduled for November 3, 2020, with all 435 seats in the House of Representatives, 35 out of 100 seats in the Senate, and the office of president to be contested. 
economic response plan
economic response plan
Oct 27, 2020
The federal government has enacted several legislations aimed at stabilizing the economy during the COVID-19 pandemic. Here's what you need to know.
young man using laptop
young man using laptop
Oct 15, 2020
Managing Covid-19 has challenged our economy, and we’ve all felt the fallout in our investment portfolios. But there are two things to keep in mind that will help you maintain peace of mind.
happy african american couple
happy african american couple
Oct 8, 2020
It’s often difficult talking to family members about money issues when the situation involves them. Find out the one compelling reason why it’s well worth having the talk.
Newfoundland Flag
Newfoundland Flag
Oct 6, 2020
Finance Minister Siobhan Coady tabled the 2020 Newfoundland and Labrador provincial budget on September 30, 2020. The commentary can be used to assist you and your Assante advisor with your wealth planning strategy.
middle aged woman in her home office
middle aged woman in her home office
Jul 28, 2020
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.