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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, 2017
Wealth Matters, Wealth Planning, Financial Planning, Investing Strategies, Market Analysis
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, 2017
Financial Planning, Wealth Planning, Budget Commentary, Taxes
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, 2017
Retirement Accounts, Back to Basics, RRSP, RRIF
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.
assante life
assante life
Sep 30, 2016
Wealth Planning, Estate Planning, Wills, Insurance, Trusts
Parents typically have the same estate planning objectives – to provide for their children’s care and financial security after they’re gone. But when only one parent is involved, certain aspects of an estate plan require special attention.
assante life
assante life
Sep 30, 2016
Back to Basics, Taxes
Are you confused by tax terminology? Let’s clarify some of these terms.
assante life
assante life
Sep 24, 2016
Wealth Planning, Taxes, Income Protection, Retirement Accounts, TFSA
The 2016 Federal Budget may have done away with the Family Tax Cut, but there are still many viable ways to transfer your income to a lower-income family member – and save. Here are seven strategies to consider.