Be well-informed.

We are committed to providing clients with timely information on investments, wealth planning and our community.

Be well-informed.

Article

Jack Lumsden coaching Burlington football team
Jack Lumsden coaching Burlington football team
May 7, 2019
Jack Lumsden has been a football coach and mentor to young boys for over 15 years. He’s helped them win a Halton Junior Championship along the way.
Adult son hugging mother
Adult son hugging mother
Apr 29, 2019
If you ever lose the ability to manage your financial affairs, someone must take over. Learn why there’s no advantage, only risks, when you put off getting a power of attorney.
Family having fun playing in the park
Family having fun playing in the park
Apr 22, 2019
The value of your estate assets could be eroded by tens or hundreds of thousands of dollars in tax. But there’s a life insurance solution that protects an estate’s value – and the children’s inheritance.
Middle aged couple looking at their finances
Middle aged couple looking at their finances
Apr 8, 2019
You are never too old, too young, too wealthy or too poor to engage in financial planning. Here’s why financial planning is important.
Senior couple meeting at coffee shop
Senior couple meeting at coffee shop
Mar 27, 2019
So many people are working past 65 that unretirement is often called the new normal. We’ve got a summary of the financial planning matters to consider when earning income in traditional retirement years.
Young couple reviewing documents
Young couple reviewing documents
Mar 18, 2019
Have you noticed we’re getting fewer tax breaks? The next best way to come out ahead is to pay the tax later. Find out why tax deferral works and learn about some key methods available.
Multi ethnic couple reviewing documents
Multi ethnic couple reviewing documents
Mar 13, 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.
motionball gala
motionball gala
Feb 25, 2019
Assante Wealth Management is a proud partner of motionball for Special Olympics, which recently hosted its annual 2019 Toronto gala that donated $300,000 for Special Olympics athletic programs across Canada.
Stressed couple reviewing financial statement
Stressed couple reviewing financial statement
Feb 19, 2019
If investment personality clashes are posing a challenge to your relationship, here are three approaches that may help.
Assante Vancouver Centre advisor speaking at 2019 Financial Bootcamp
Assante Vancouver Centre advisor speaking at 2019 Financial Bootcamp
Feb 13, 2019
When it comes to providing young adults with the tools and resources to become financially independent, look no further than Assante Vancouver Center’s annual Financial Bootcamp.