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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 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.
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.
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.
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.
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.