We are committed to providing clients with timely information on investments, wealth planning and our community.
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.
Oct 3, 2017
The information era has introduced a wide variety of new devices and digital applications. Along with these technological innovations, come new types of assets. As individuals increasingly spend more time on the internet, they create a financial footprint. A recent report done by Deloitte found...
Sep 22, 2017
On July 18, 2017, the federal Department of Finance set out proposed tax changes that will significantly impact the taxation of virtually all private corporations in Canada.
Jul 13, 2017
Assante’s Sarnia branch overcame mud and obstacles at the third annual Dirty Dash for Rebound in support of youth in the Sarnia-Lambton area.
Jul 11, 2017
Assante Group of Seven Wealth Advisors sponsor the McMichael Canadian Art Collection’s Moonlight Gala, bringing the total of funds raised towards the preservation of Canadian art to $675,000.
Jul 11, 2017
A power of attorney that takes effect only when a triggering event occurs, often referred to as a “springing” power of attorney, is permitted in most provinces. However, it is important to be aware of the implications that are associated.
Jun 1, 2017
Kitchener-Waterloo advisor Arnie Mohr, joins family and friends at Fashion for Life’s annual White Party to raise funds for the Cambridge Memorial Hospital Breast Reconstruction Initiative.
Mar 30, 2017
Across Canada, there have been legislative changes to wills, estate and succession laws, as well as new family law legislation and court decisions in some provinces that could impact your estate plan. It may be time to revisit your planning.