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Oct 9, 2018
For many Canadians, the desire to leave a legacy is an important component of their overall financial, wealth and estate plans. Understanding your personal and charitable goals and objectives is the key to making sure your legacy plans are integrated with your overall planning.
Oct 2, 2018
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.
Sep 25, 2018
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.
Sep 24, 2018
As baby boomers head toward retirement, many will be faced with the prospect of selling or transferring a family business. If you’re a business owner in this situation, here are five key issues to keep in mind.
Sep 18, 2018
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.
Sep 13, 2018
When it comes to helping children financially, there’s no definitive approach. What’s right for your family will depend on your principles and beliefs and your child’s personality. Here are some suggestions on how you can support your children and help them learn valuable life skills about money as...
Sep 12, 2018
Assante Abbotsford raised $41,500 in its 15th year as premier sponsor of the Big Brothers Big Sisters Golf for Kids’ Sake tournament.
Sep 10, 2018
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.
Sep 6, 2018
Today’s housing prices can present a real challenge when your child looks at owning a home. You may think about gifting the down payment, co-signing the mortgage, or giving your child a loan. These are the pros and cons you should consider.
Sep 4, 2018
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.