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

Be well-informed.

Wealth Planning

budget de la Nouvelle-Écosse 2017
budget de la Nouvelle-Écosse 2017
May 1, 2017
Financial Planning, Wealth Planning, Budget Commentary, Taxes
Finance Minister Randy Delorey tabled the 2017 Nova Scotia provincial budget on April 27, 2017. 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.
budget de l’Ontario 2017
budget de l’Ontario 2017
May 1, 2017
Financial Planning, Wealth Planning, Budget Commentary, Taxes
Finance Minister Charles Sousa tabled the 2017 Ontario provincial budget on April 27, 2017. 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.
The Estate Freeze: Who should use it and why
The Estate Freeze: Who should use it and why
Apr 26, 2017
Wealth Matters, Financial Planning, Wealth Planning, Investing Strategies, Market Analysis
On May 10, our wealth planning focus was on estate freezes and why they may be useful to business owners. We also heard from Samuel A. Sanom, Vice President and Equity Portfolio Specialist of Wellington Management on their outlook for the U.S. equity market.
New measures on the principal residence exemption
New measures on the principal residence exemption
Apr 24, 2017
Financial Planning, Wealth Planning, Taxes
The principal residence exemption provides a way to shield an economic gain arising on the sale of a qualifying residence, such as your home or cottage, from taxation. In October 2016, significant proposals were announced relating to the PRE.
Consider your family obligations in your estate plan
Consider your family obligations in your estate plan
Mar 30, 2017
Wealth Planning, Financial Planning, Estate Planning
Across Canada, there have been legislative changes to wills, estate and succession laws, as well as new family law legislation and court decisions in some provinces that could impact your estate plan. It may be time to revisit your planning.
Quebec provincial budget 2017
Quebec provincial budget 2017
Mar 28, 2017
Financial Planning, Wealth Planning, Budget Commentary, Taxes
Finance Minister Carlos Leitão tabled the 2017 Quebec provincial budget on March 28, 2017. The commentary, prepared by our Wealth Planning Group, can be used to assist you and your Assante advisor with your wealth planning strategy.
Commentaire sur le budget fédéral de 2017
Commentaire sur le budget fédéral de 2017
Mar 24, 2017
Financial Planning, Wealth Planning, Taxes
Federal Finance Minister Bill Morneau tabled the 2017 federal budget on March 22, 2017. The commentary, prepared by our Wealth Planning Group, can be used to assist you and your Assante advisor with your wealth planning strategy.
Death and taxes: What you need to know now
Death and taxes: What you need to know now
Mar 17, 2017
Wealth Matters, Financial Planning, Wealth Planning, Investing Strategies, Market Analysis
This quarter, our wealth planning focus was on taxation at death and what you can do to prepare for it. We also heard from Daniel Bubis, President and CIO of Tetrem Capital Management on their structured investment process.
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 was on taxation at death and what you can do to prepare for it. We also heard 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.

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