It begins several years before retirement and continues for several years after the day you retire. Learn why your investments need extra protection while you are in the retirement risk zone.

You might be worried if you and your spouse have opposite ideas about investing. But your differences may present no problem at all – and could even benefit you both.

Average education savings seem just fine until the day they meet above average costs. We’ve got a range of tuition fees to show you and solutions to help you save for your child’s education.

Interested in strategies to pay less tax every year? Three couples illustrate effective ways to save tax by splitting income in working years, in a business and while retired.

Reducing the Old Age Security (OAS) clawback means reducing your net income. This can involve a variety of techniques that your financial advisor can plan for. Here are four strategies to consider.

In matters of financial affairs, the day may come when you’ll be parenting your parents. Here’s a strategy to help begin the conversation.

Jack Lumsden has been a football coach and mentor to young boys for over 15 years. He’s helped them win a Halton Junior Championship along the way.

Assante Private Client is helping clients fulfill their gift planning wishes while being tax efficient.

Assante’s client service and relationship management help garner three Wealth Professional Award nominations which recognize standards of excellence.

If your will planning involves a testamentary trust for one or more of your beneficiaries, you will need to select appropriate trustees.