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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...
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.
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...
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.
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.
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...
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.
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.