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Be well-informed.

Wealth Planning

The limitations of a Tax Free Savings Account: An investigation into the alternatives
The limitations of a Tax Free Savings Account: An investigation into the alternatives
Jul 18, 2017
This quarter, our wealth planning focus was on tax efficient alternatives to Tax-Free Savings Accounts. We also heard from Kamyar Hazaveh, Vice-President, Portfolio Management and Portfolio Manager, Signature Global Asset Management on their outlook for the global bond market.
Powers of attorney: When should your power of attorney be effective?
Powers of attorney: When should your power of attorney be effective?
Jul 11, 2017
A power of attorney that takes effect only when a triggering event occurs, often referred to as a “springing” power of attorney, is permitted in most provinces. However, it is important to be aware of the implications that are associated.
budget de la Nouvelle-Écosse 2017
budget de la Nouvelle-Écosse 2017
May 1, 2017
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
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
This quarter, our wealth planning was on estate freezes and why they may be useful to business owners. We also heard from Samuel Sanom, Vice President and Equity Portfolio Specialist and Alan Matijas, CFA, Managing Director, Canada of Wellington Management on the U.S. equity market.
New measures on the principal residence exemption
New measures on the principal residence exemption
Apr 24, 2017
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
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
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
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
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.

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