Short-term rental of your home or vacation property

Retired couple spending time together by the pool at vacation property

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. 

English

Should you borrow to invest?

Couple reviewing financial statements

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.

English

What it means to provide support for the local arts

Assante Vancouver Centre was a platinum sponsor of the 2017 Eastside Culture Crawl

Vancouver’s Eastside Culture Crawl has allowed artists to showcase their work to their community for 20 years. For the advisors at Assante Vancouver Centre, it’s an opportunity to support their community and share it with clients, family and friends.

English

Assante 101 McIntyre welcomes the holiday season with festive cheer

Assante 101 McIntyre taking part in the Old Fashioned Christmas Walk in North Bay

Assante 101 McIntyre kicked off the holiday season by showing how client relationships reach beyond wealth management into the wider community.

English

How long do you need to plan for...or how long will you live?

Financial Advisor reviewing retirement plan with clients

People are living longer today than any other generation, yet the possibility of outliving ones’ assets can be a fearful reality. Here’s why understanding the realities of your retirement plan is more important now than ever.

English

East coast Assante advisors are putting the fun back into charitable giving

David Jones and Chris Rafuse Financial Advisor of Assante Hydrostone at Motionball Gala

With approximately $150,000 raised in 2017 so far, these Assante advisors show how partnering with Special Olympic athletes can help to engage a new generation of gift givers in Canada.

English

The Beacon Group of Assante’s Illumin8 concert series puts a spotlight on the Calgary jazz scene

The Beacon Group of Assante are title sponsors of the JazzYYC Illumin8 Series

The Beacon Group of Assante Financial Management Ltd. is bringing jazz musicians and enthusiasts together to promote a growing musical community in Calgary with JazzYYC’s Illumin8 concert series.

English

Seniors beware: How to avoid fraud

Fraud prevention for seniors

The doorbell rings and an uninvited contractor tells the homeowner a repair is needed urgently and a payment is needed up front. Seniors are frequently targets for scams like these – they’re often home during the day and may be more trusting. Here are five popular scams to watch out for. 

English

How to help adult children financially

Adult children helping out parents at home

Adult children are having a hard time financiallu. Work has become more precarious, wages have stagnated and housing prices continue to rise. Here's how you can help your children.

English

How to teach your children about investing - with a TFSA

Grandparent teaching grandchild important money management skills

Your child must be at least 18 to open a TFSA, but even then, they may not have the resources to make a contribution. Here's a way to teach your child about the basics on investing.

English

Pages

Subscribe to CI Assante Wealth Management RSS