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Be well-informed.

Wealth Planning

Stressed investor
Stressed investor
Jul 16, 2018
Reality has a strange way of not always jibing with our expectations. Believe it or not, the same thing can happen when investing. Here are three possible outcomes and how we might adjust your portfolio as a result.
African American mother and daughter
African American mother and daughter
Jul 3, 2018
The traditional way of doing things isn’t always the most economical. Take the home phone. Many people hardly use their land line and would save money by only using their mobile phone. Sometimes we follow the same old habits without exploring alternatives.
Financial advisor reviewing financial plan with elderly couple
Financial advisor reviewing financial plan with elderly couple
Jun 28, 2018
Life is full of surprises that can put your goals at risk. Here are some examples — and some key takeaways for all investors.
Mother with adult son
Mother with adult son
Jun 25, 2018
When it comes to helping children financially, there are no financial planning rules to follow. What works perfectly for one family might be unthinkable for another. There are, however, important factors to consider, which can guide you in making a decision.
Retired couple on beach
Retired couple on beach
Jun 4, 2018
For many couples, retiring together just makes sense, plain and simple. But the picture becomes less rosy if one spouse makes a sacrifice to line up. It’s important to be sure retiring together works for both partners.
Income sprinkling and passive income
Income sprinkling and passive income
May 28, 2018
This quarter, our wealth planning focus was on the changes to the income splitting and passive investment income rules. We also heard from Chip McKinley, SVP of Cohen & Steers Inc. on their favourable outlook for real estate securities.
Financial advisor meeting clients
Financial advisor meeting clients
May 7, 2018
Normally, you might be quite comfortable making regular contributions to your investment program. But then an extraordinary market event takes place. Even a disciplined investor may wonder if unusual times call for unusual measures.
loans gifts and advances to children
loans gifts and advances to children
Apr 24, 2018
As a parent, you should ensure that you clearly document any gifts, loans or advances you make to your children to avoid uncertainty and possible conflict.
PEI flag
PEI flag
Apr 17, 2018
Finance Minister J. Heath MacDonald tabled the 2018 Prince Edward Island provincial budget on April 6, 2018. 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.
Saskatchewan flag
Saskatchewan flag
Apr 17, 2018
Finance Minister Donna Harpauer tabled the 2018 Saskatchewan provincial budget on April 10, 2018. 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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