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Be well-informed.

Wealth Planning

2018 Federal budget commentary
2018 Federal budget commentary
Mar 1, 2018
Federal Finance Minister Bill Morneau tabled the 2018 federal budget on February 27, 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.
British Columbia flag
British Columbia flag
Feb 23, 2018
Finance Minister Carole James tabled the 2018 British Columbia provincial budget on February 20, 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.
Commentaire sur le budget provincial 2017 du Nouveau-Brunswick
Commentaire sur le budget provincial 2017 du Nouveau-Brunswick
Feb 7, 2018
Finance Minister Cathy Rogers tabled the 2018 New Brunswick provincial budget on January 30, 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.
Retired couple in flower field
Retired couple in flower field
Feb 6, 2018
Visions of retirement are quite different from person to person, but the financial planning to get there is similar for everyone. Here are five essential items on your pre-retirement to-do list.
If I had a million dollars
If I had a million dollars
Feb 1, 2018
When the Barenaked Ladies released their song “If I Had a Million Dollars” in 1992, the thinking was that if you had a million dollars, you’d be rich. Does this statement still hold true today and is a million dollars enough to get you through retirement?
Retired couple spending time together by the pool at vacation property
Retired couple spending time together by the pool at vacation property
Jan 15, 2018
You may have friends or neighbours who have started renting out all or part of their homes or vacation properties on a short-term rental website and you may be thinking about renting out yours. It is important to consider potential tax and other implications. 
Financial Advisor reviewing retirement plan with clients
Financial Advisor reviewing retirement plan with clients
Dec 11, 2017
People are living longer today than any other generation, yet the possibility of outliving ones’ assets can be a fearful reality. Here’s why understanding the realities of your retirement plan is more important now than ever.
Fraud prevention for seniors
Fraud prevention for seniors
Nov 29, 2017
The doorbell rings and an uninvited contractor tells the homeowner a repair is needed urgently and a payment is needed up front. Seniors are frequently targets for scams like these – they’re often home during the day and may be more trusting. Here are five popular scams to watch out for. 
mesure fiscales proposees
mesure fiscales proposees
Nov 27, 2017
This quarter, our wealth planning focus was on Finance’s proposed changes to the taxation of private corporations. We also heard from Peter Hofstra, Senior Portfolio Manager of Harbour Advisors on their Canadian Equity Value Pool.
Adult children helping out parents at home
Adult children helping out parents at home
Nov 23, 2017
Adult children are having a hard time financially, especially those in their 20s and early 30s. Work has become more precarious, wages have stagnated and housing prices have escalated beyond comprehension. Many of you may be starting to think what was once unthinkable – helping them financially. 

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