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Be well-informed.

Wealth Planning

Young couple looking at laptop
Young couple looking at laptop
Jun 18, 2019
Interested in strategies to pay less tax every year? Three couples illustrate effective ways to save tax by splitting income in working years, in a business and while retired.
Mother and adult daughter in the park
Mother and adult daughter in the park
Jun 11, 2019
In matters of financial affairs, the day may come when you’ll be parenting your parents. Here’s a strategy to help begin the conversation.
Financial advisor meeting with clients
Financial advisor meeting with clients
May 21, 2019
If your will planning involves a testamentary trust for one or more of your beneficiaries, you will need to select appropriate trustees.
Retired couple walking along a beach
Retired couple walking along a beach
May 13, 2019
When retirement arrives, your investment planning objectives change. However, there is no single solution that suits everyone. Here are three illustrations that show how each retiree may take a different approach in retirement income planning.
Adult son hugging mother
Adult son hugging mother
Apr 29, 2019
If you ever lose the ability to manage your financial affairs, someone must take over. Learn why there’s no advantage, only risks, when you put off getting a power of attorney.
Drapeau d'Ontario
Drapeau d'Ontario
Apr 23, 2019
Finance Minister Victor Fedeli tabled the 2019 Ontario provincial budget on April 11, 2019. The commentary, prepared by our Wealth Planning Group at Assante Private Client, can be used to assist you and your Assante advisor with your wealth planning strategy.
Newfoundland Flag
Newfoundland Flag
Apr 23, 2019
Finance Minister Tom Osborne tabled the 2019 Newfoundland and Labrador pre-election provincial budget on April 16, 2019. The commentary, prepared by our Wealth Planning Group at Assante Private Client, can be used to assist you and your Assante advisor with your wealth planning strategy.
Family having fun playing in the park
Family having fun playing in the park
Apr 22, 2019
The value of your estate assets could be eroded by tens or hundreds of thousands of dollars in tax. But there’s a life insurance solution that protects an estate’s value – and the children’s inheritance.
Middle aged couple looking at their finances
Middle aged couple looking at their finances
Apr 8, 2019
You are never too old, too young, too wealthy or too poor to engage in financial planning. Here’s why financial planning is important.
Quebec flag
Quebec flag
Apr 1, 2019
Finance Minister Eric Girard tabled the 2019 Quebec provincial budget on March 21, 2019. The commentary, prepared by our Wealth Planning Group at Assante Private Client, can be used to assist you and your Assante advisor with your wealth planning strategy.

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