Understanding your personal and charitable goals and objectives is the key to making sure your legacy plans are integrated with your overall planning.

Any investor at any age is only one injury, illness or medical condition away from having their nest egg at risk. Here’s how your insurance program can protect your nest egg and help you meet your needs.

Peter Pomponio, along with advisors and clients from Québec, helped raise $139,000 towards sport for the Montreal Children’s Hospital Foundation and an fMRI machine for the Montreal General Hospital.

As baby boomers head toward retirement, many will be faced with selling or transferring a family business. Are you prepared?

When a family member is struggling with a financial issue – perhaps your parents or in-laws, or an adult child – do you ever wonder if you can ask us for advice? The answer is yes.

Assante Abbotsford raised $41,500 in its 15th year as premier sponsor of the Big Brothers Big Sisters Golf for Kids’ Sake tournament.

There's no definitive approach to helping your children financially. Here are some ways you can support your children and help them learn valuable life skills about money.

Giving a cash gift now to your grandchild brings the satisfaction of seeing your gift make a difference. It can also bring financial benefits. Here’s what you need to know.

When your children enter their teens, life changes in many ways — including your financial life. Here’s a look at some of the major financial planning themes that arise as you navigate their teenage years.

This Assante advisor and his branch raised enough funds at their annual Charity Golf Classic to fulfill the wishes of four children facing life-threatening medical conditions.