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Wealth Planning
Jun 28, 2018
Life is full of surprises that can put your financial goals at risk. Here are some examples and key takeaways for all investors.
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.
Jun 4, 2018
If you and your spouse are thinking of retiring at the same time, there are pros and cons to consider, especially if one spouse makes a sacrifice to line up retirement dates. Here’s what you need to know.
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.
May 23, 2018
If you own real estate in a country other than Canada, there are a number of things you should consider and explore, in addition to planning your next visit.
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.
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.
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.
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.
Apr 10, 2018
All of the speculation and discussion has turned into reality — the federal government is beginning to clamp down on tax-reduction opportunities for small businesses. With the new restrictions, it becomes even more important to take advantage of the tax breaks that remain. Here are three strategies...