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.

Life happens and circumstances change. If your marital status has changed, or is in the process of changing, there are many planning issues to consider.

Visions of retirement are quite different from person to person, but the financial planning to get there is similar for everyone. Here are five essential items on your pre-retirement to-do list.

When the Barenaked Ladies released their song “If I Had a Million Dollars” in 1992, the thinking was that if you had a million dollars, you’d be rich. Does this statement still hold true today and is a million dollars enough to get you through retirement?

This quarter, our wealth planning focus was on what individuals should consider before drawing on government benefits. We also heard from Rick Vandale, Managing Director of Epoch Investment Partners on their U.S. Equity Value Pool.

You may have friends or neighbours who have started renting out all or part of their homes or vacation properties on a short-term rental website and you may be thinking about renting out yours. It is important to consider potential tax and other implications. 

You’re on track to achieve your retirement savings goals, but have you wondered if you'll come out ahead by borrowing money to invest. These are the benefits and downsides to consider.