We are committed to providing clients with timely information on investments, wealth planning and our community.
Dec 8, 2017
With approximately $150,000 raised in 2017 so far, these Assante advisors show how partnering with Special Olympic athletes can help to engage a new generation of gift givers in Canada.
Nov 29, 2017
The doorbell rings and an uninvited contractor tells the homeowner a repair is needed urgently and a payment is needed up front. Seniors are frequently targets for scams like these – they’re often home during the day and may be more trusting. Here are five popular scams to watch out for.
Nov 23, 2017
Adult children are having a hard time financially, especially those in their 20s and early 30s. Work has become more precarious, wages have stagnated and housing prices have escalated beyond comprehension. Many of you may be starting to think what was once unthinkable – helping them financially.
Nov 20, 2017
Your child might be at least 18 and old enough to open a Tax-Free Savings Account (TFSA), but may not have the resources to make a contribution. Here’s an idea that gets your child started in investing and in learning about investing.
Nov 17, 2017
The Beacon Group of Assante Financial Management Ltd. is bringing jazz musicians and enthusiasts together to promote a growing musical community in Calgary with JazzYYC’s Illumin8 concert series.
Nov 14, 2017
For the 2016/2017 academic year, the average undergrad tuition in Canada was $6,373. But undergrads in dentistry paid $21,012; in medicine, $13,858; and in law, $11,385. The bottom line is that you may want to increase your savings target. Here are four strategies to help.
Nov 9, 2017
Preparing for your retirement takes years of planning and wise investing. It seems as if retirement has been the resounding theme of your financial planning life and when the time comes to put your plan into motion, there can be mixed feelings about it. Not everyone is counting down the days until...
Nov 6, 2017
Many people share a few common concerns about retirement planning – the whims of the markets, longer life expectancies, or simply wishing to have enough to live comfortably in the future. With all that in mind, where can you find an extra boost to help you reach your retirement savings goal?
Nov 1, 2017
The most difficult dilemmas to solve are those with a strong rational and emotional case for either choice. That certainly applies to deciding between spending and saving, especially if the saving is for retirement. Is it okay to spend that money now? Or is now the time to invest those dollars and...
Assante Wealth Management hosts memorable client appreciation event at the McMichael Canadian Art Collection
Oct 13, 2017
Clients and members of the Assante Group of Seven Wealth Advisors were treated to a remarkable evening of music and art in appreciation of the one-year partnership between Assante Wealth Management and the McMichael Canadian Art Collection.