We are committed to providing clients with timely information on investments, wealth planning and our community.
Dec 29, 2017
Vancouver’s Eastside Culture Crawl has allowed artists to showcase their work to their community for 20 years. For the advisors at Assante Vancouver Centre, it’s an opportunity to support their community and share it with clients, family and friends.
Dec 15, 2017
Assante 101 McIntyre kicked off the holiday season by showing how client relationships reach beyond wealth management into the wider community.
Dec 11, 2017
People are living longer today than any other generation, yet the possibility of outliving ones’ assets can be a fearful reality. Here’s why understanding the realities of your retirement plan is more important now than ever.
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 20, 2017
Your child must be at least 18 to open a TFSA, but even then, they may not have the resources to make a contribution. Here's a way to teach your child about the basics on 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.