This quarter, our wealth planning focus was on the changes to the income splitting and passive investment income rules. We also heard from Chip McKinley, SVP of Cohen & Steers Inc. on their favourable outlook for real estate securities.

This Nova Scotia Assante advisor took his love for 80s dance music to raise over $2,700 for the Canadian Cancer Society in support of cancer awareness month.

A long-time supporter of Special Olympics North Bay, Assante 101 McIntyre is sponsoring a local athlete who shares its passion for sport, determination and leadership at the Special Olympics Canada 2018 Summer Games.

As a parent, you should ensure that you clearly document any gifts, loans or advances you make to your children to avoid uncertainty and possible conflict.

As vacation property values climb, so does the potential tax liability. Here are some strategies to help minimize or offset the tax bill.

The federal government is beginning to clamp down on tax-reduction opportunities for small businesses. With the new restrictions, it becomes even more important to take advantage of the tax breaks that remain. Here are three strategies to consider.

Whether it’s through theatre, dance or visual arts, Gary Lyons from Assante Financial Management Ltd. is helping young people in his community fulfill their artistic potential and the life-long lessons the arts can offer.

Assante Private Client is pleased to announce the addition of three alternative investment options for their investors.

How much income do you need in retirement? Here’s an exercise you can do with your advisor to find out.

Assante Private Client looks towards the future of strategic philanthropy as Premier Sponsor of the Canadian Association of Gift Planners’ National Conference.