We are committed to providing clients with timely information on investments, wealth planning and our community.
Feb 15, 2017
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.
Feb 13, 2017
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.
Sep 30, 2016
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.