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Retired couple on beach
Retired couple on beach
Jun 4, 2018
For many couples, retiring together just makes sense, plain and simple. But the picture becomes less rosy if one spouse makes a sacrifice to line up. It’s important to be sure retiring together works for both partners.
Audience applauding
Audience applauding
May 28, 2018
Select advisors and branches of Assante Wealth Management have received a total of six nominations for the 2018 Wealth Professional Awards on May 31, 2018 for categories celebrating leadership, service and innovation in the Canadian wealth management industry.
Family beach vacation
Family beach vacation
May 23, 2018
If you own real estate in a country other than Canada, there are a number of things you should consider and explore, in addition to planning your next visit.
Jim Davison hosting Cancer Awareness event
Jim Davison hosting Cancer Awareness event
May 8, 2018
This Nova Scotia Assante advisor took his love for 80s dance music to raise over $2,700 for the Canadian Cancer Society in support of cancer awareness month.
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.

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