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black couple on beach
black couple on beach
Feb 6, 2020
Here are some tips on how financial, estate and retirement planning changes as you navigate through your 50s and 60s.
Two business owners reviewing documents on laptop at a coffee shop
Two business owners reviewing documents on laptop at a coffee shop
Feb 3, 2020
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.
Mixed couple reviewing paperwork
Mixed couple reviewing paperwork
Jan 21, 2020
Ever wonder if you’ll be affected by Old Age Security clawback? To minimize OAS clawback, you need to reduce net income. During retirement, an effective strategy is splitting pension income. But several strategies, including the following, can be initiated before retirement arrives.
One Life Gala Sponsorship
One Life Gala Sponsorship
Jan 21, 2020
Assante Wealth Management is taking charitable giving to greater heights as the presenting sponsor of the ONE LIFE gala benefiting the children of families fighting cancer at Princess Margaret Cancer Centre.
farm on a sunny day
farm on a sunny day
Jan 16, 2020
If you plan to transfer farm inventory to the next generation, you may consider transferring the inventory over a number of years to spread the income and resulting tax liability over those years.
picture of a family
picture of a family
Jan 14, 2020
Many life decisions we need to make today would be a lot easier if we only knew what our financial situation will be in the future. Find out how we can help with that. 
client meeting with financial advisor
client meeting with financial advisor
Jan 7, 2020
Learn about the number one factor that determines whether an RRSP or a TFSA delivers the best performance for retirement savings.
Retired couple on boat
Retired couple on boat
Dec 27, 2019
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.
People putting money into piggy bank
People putting money into piggy bank
Dec 12, 2019
Are you using your Tax-Free Savings Account (TFSA) to its best advantage? Find out about five objectives a TFSA can achieve, and why you might change your TFSA investments over time.
father and adult daughter
father and adult daughter
Dec 9, 2019
You likely have insurance right now that protects your income if you can’t work because of an illness or injury. But find out if that insurance gives you all the coverage you may need.