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Wealth Planning

Parent and child playing fun activities together
Parent and child playing fun activities together
Nov 14, 2017
For the 2016/2017 academic year, the average undergrad tuition in Canada was $6,373. But undergrads in dentistry paid $21,012; in medicine, $13,858; and in law, $11,385. The bottom line is that you may want to increase your savings target. Here are four strategies to help.
Federal government Fall Economic Statement
Federal government Fall Economic Statement
Nov 13, 2017
Finance Minister Bill Morneau delivered the federal government’s Fall Economic Statement on October 24, 2017. The commentary can be used to assist you and your Assante advisor with your wealth planning strategy.
Retired couple celebrating their retirement
Retired couple celebrating their retirement
Nov 9, 2017
Preparing for your retirement takes years of planning and wise investing. It seems as if retirement has been the resounding theme of your financial planning life and when the time comes to put your plan into motion, there can be mixed feelings about it. Not everyone is counting down the days until...
Couple reviewing finances and paper work.jpg
Couple reviewing finances and paper work.jpg
Nov 1, 2017
The most difficult dilemmas to solve are those with a strong rational and emotional case for either choice. That certainly applies to deciding between spending and saving, especially if the saving is for retirement. Is it okay to spend that money now? Or is now the time to invest those dollars and...
budget de la Nouvelle-Écosse 2017
budget de la Nouvelle-Écosse 2017
Oct 4, 2017
Finance Minister Karen Casey tabled an updated 2017 Nova Scotia provincial budget on September 26, 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.
Digital Asset Planning for your Will
Digital Asset Planning for your Will
Oct 3, 2017
The information era has introduced a wide variety of new devices and digital applications. Along with these technological innovations, come new types of assets. As individuals increasingly spend more time on the internet, they create a financial footprint. A recent report done by Deloitte found...
Tax treatment of RRIFs left to your spouse on death
Tax treatment of RRIFs left to your spouse on death
Sep 22, 2017
While a Registered Retirement Income Fund (RRIF) is generally fully taxable on death, it is possible for spouses (including common-law partners) to leave RRIF assets to one another on death in a way that defers taxes. 
Commentaire sur le budget fédéral de 2017
Commentaire sur le budget fédéral de 2017
Sep 22, 2017
On July 18, 2017, the federal Department of Finance set out proposed tax changes that will significantly impact the taxation of virtually all private corporations in Canada. 
British Columbia flag
British Columbia flag
Sep 13, 2017
Finance Minister Carole James tabled the 2017 British Columbia provincial budget on September 11, 2017. This updates the outgoing government’s provincial budget from February 21, 2017. The commentary, prepared by our Wealth Planning Group at Assante Private Client, can be used to assist you and...
Tax treatment of RRSPs left to your spouse on death
Tax treatment of RRSPs left to your spouse on death
Aug 17, 2017
While RRSPs are generally fully taxable on death, it is possible for spouses (including common-law partners) to leave RRSP assets to one another on death in a way that defers taxes.

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