Be Well-Advised

Be Well-Advised

Be well-advised.

In challenging economic times, uncertainty in the markets seems to be the only certainty. We understand you need unbiased and trusted advice now more than ever. As we navigate through the COVID-19 pandemic together, we remain committed to our promise of helping Canadians be well-advised.

Be Well-Advised Program

We're launching the Be Well-Advised program to help Canadian families without access to trusted financial advice. This program is entirely volunteer led, with our advisors dedicating time to listen and deliver guidance on financial questions and topics that matter most to you, your business and your family.

It’s why we’re here.

Questions that matter most to you

We understand that your questions about finance are really questions about your and your family’s future. You may be asking yourself:

  • Will I have enough money to survive this pandemic and beyond?
  • Is now a safe time to invest?
  • I am retired – what should I be doing with my Registered Retirement Income Fund (RRIF) right now?
  • What are the government provisions that I should be taking advantage of personally or for my business?
  • Am I eligible for the Canada Emergency Response Plan (CERP) payments?
  • I want to help, but I'm not sure where to start and how best to make a difference.

If any of these questions resonate with you, then our advisors can help. Complete the following form to get paired with an Assante advisor.

Sign-up today

COVID-19 Resource Centre

estate planning during covid-19

The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. Here’s what you need to know.

economic response plan

On March 25, 2020, the federal government enacted Bill C-13, the COVID-19 Emergency Response Act, aimed at stabilizing the economy during the COVID-19 outbreak. Here's what you need to know.

hispanic couple with their financial advisor

Making smaller cash donations is straightforward. But making a large charitable gift involves an almost overwhelming number of donation methods. We’ve got a way to simplify your choices.

Locate an advisor near you