We are committed to providing clients with timely information on investments, wealth planning and our community.
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.
Select Assante advisors and branches receive a combined six nominations for the Wealth Professional Awards
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.
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.
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.
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.
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.
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...
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.