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plan-now-for-year-end-to-dos.png
plan-now-for-year-end-to-dos.png
Nov 8, 2018
In December, many people face a time crunch with holiday planning and end-of-year tasks. But you can reduce the stress by getting a head start on your financial to-do list. Here are some steps you can start planning now.
Couple reviewing document
Couple reviewing document
Nov 6, 2018
According to Statistics Canada, a Canadian male aged 65 is expected to live to 84 and a female to age 87. Here are some of the financial planning areas affected by the new longevity.
Couple walking in the park
Couple walking in the park
Nov 1, 2018
Scattered investments are troublesome to manage, and the lack of coordination can make it harder to reach your investment objectives. Here are five reasons you may want to consolidate your investments.
Retired couple on beach
Retired couple on beach
Oct 17, 2018
Of the G7 nations, Canada is the only one without an estate tax. But the federal government still has its ways of collecting tax when someone passes. There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.
Senior couple planning retirement
Senior couple planning retirement
Oct 16, 2018
You and your spouse have been putting it off but you decide it’s finally time to get your wills and estate planning in order. Here’s what you need to know.
Woman's hand placing coin into piggy bank
Woman's hand placing coin into piggy bank
Oct 9, 2018
Understanding your personal and charitable goals and objectives is the key to making sure your legacy plans are integrated with your overall planning.
Nest egg
Nest egg
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.
Assante Dorval President Peter Pomponio and Max Pacioretty
Assante Dorval President Peter Pomponio and Max Pacioretty
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.
Father and daughter working together
Father and daughter working together
Sep 24, 2018
As baby boomers head toward retirement, many will be faced with selling or transferring a family business. Are you prepared?
Multigeneration family celebrating birthday
Multigeneration family celebrating birthday
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.