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Golf for Kids Sake Assante Abbotsford
Golf for Kids Sake Assante Abbotsford
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.
Grandparents and granddaughter walking in park
Grandparents and granddaughter walking in park
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.
Adult daughter hugging mother
Adult daughter hugging mother
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.
Family portrait
Family portrait
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.
Chris Ball at Make-A-Wish Charity Golf Classic Halifax
Chris Ball at Make-A-Wish Charity Golf Classic Halifax
Aug 24, 2018
This Assante advisor and his branch raised enough funds at their annual Charity Golf Classic to fulfill the wishes of four children facing life-threatening medical conditions.
Senior adults using tablet
Senior adults using tablet
Aug 20, 2018
Fraud is one of the most widespread crimes against seniors in Canada. Here’s a look at some of today’s most popular scams, which have cost seniors anywhere from hundreds to thousands of dollars apiece.
Mother and father playing with child
Mother and father playing with child
Aug 15, 2018
When your goals or life situation changes, your portfolio may need to change too. Here are three illustrations of how we might adjust your portfolio as your life changes.
African American grandmother reading with grandson
African American grandmother reading with grandson
Aug 13, 2018
If you have set up and contributed to an RESP for one or more of your children or grandchildren, you’ve done some valuable planning for their future education. But your planning could unravel if you do not also address what is to happen with the RESP when you die.
Cup of coffee in women's hand
Cup of coffee in women's hand
Aug 2, 2018
According to the “latte factor” theory, you give up your daily fancy coffee or similar indulgence and invest the money you would’ve spent. Over time, your small sacrifice becomes a small fortune. But does it work in practice?
Business people meeting and using tablet at coffee shop
Business people meeting and using tablet at coffee shop
Aug 1, 2018
Investor personality – essentially, your tolerance to risk – is critical in determining your asset allocation when establishing your portfolio. Here are three examples of how investor personality affects investment management decisions.

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