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Financial advisor meeting clients
Financial advisor meeting clients
May 7, 2018
Normally, you might be quite comfortable making regular contributions to your investment program. But then an extraordinary market event takes place. Even a disciplined investor may wonder if unusual times call for unusual measures.
Assante 101 McIntyre presenting Mandy Demerse with sponsorship
Assante 101 McIntyre presenting Mandy Demerse with sponsorship
May 3, 2018
A long-time supporter of Special Olympics North Bay, Assante 101 McIntyre is sponsoring a local athlete who shares its passion for sport, determination and leadership at the Special Olympics Canada 2018 Summer Games.
loans gifts and advances to children
loans gifts and advances to children
Apr 24, 2018
As a parent, you should ensure that you clearly document any gifts, loans or advances you make to your children to avoid uncertainty and possible conflict.
Family outdoors at vacation home
Family outdoors at vacation home
Apr 18, 2018
As vacation property values climb, so does the potential tax liability. Here are some strategies to help minimize or offset the tax bill.
Two business owners reviewing documents on laptop at a coffee shop
Two business owners reviewing documents on laptop at a coffee shop
Apr 10, 2018
All of the speculation and discussion has turned into reality — 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...
Arts Umbrella Expressions Theatre Performance
Arts Umbrella Expressions Theatre Performance
Apr 9, 2018
Whether it’s through theatre, dance or visual arts, Gary Lyons from Assante Financial Management Ltd. is helping young people in his community fulfill their artistic potential and the life-long lessons the arts can offer.
Assante Private Client trade show booth at Canadian Association of Gift Planners' National Conference on Strategic Philanthropy 2017
Assante Private Client trade show booth at Canadian Association of Gift Planners' National Conference on Strategic Philanthropy 2017
Mar 20, 2018
Assante Private Client looks towards the future of strategic philanthropy as Premier Sponsor of the Canadian Association of Gift Planners’ National Conference.
Retired couple walking on beach
Retired couple walking on beach
Mar 13, 2018
How much income do you need in retirement? Here’s an exercise you can do with your advisor to find out.
Women and man signing paperwork
Women and man signing paperwork
Mar 7, 2018
Life happens and circumstances change. If your marital status has changed, or is in the process of changing, there are many planning issues to consider.
Assante Vancouver Centre Financial Bootcamp 2018
Assante Vancouver Centre Financial Bootcamp 2018
Feb 28, 2018
Assante Vancouver Centre is helping recent graduates kickstart their path to financial independence with their annual Financial Bootcamp.

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