We are committed to providing clients with timely information on investments, wealth planning and our community.
Apr 24, 2017
The principal residence exemption provides a way to shield an economic gain arising on the sale of a qualifying residence, such as your home or cottage, from taxation. In October 2016, significant proposals were announced relating to the PRE.
Mar 28, 2017
Finance Minister Carlos Leitão tabled the 2017 Quebec provincial budget on March 28, 2017. The commentary, prepared by our Wealth Planning Group, can be used to assist you and your Assante advisor with your wealth planning strategy.
Mar 28, 2017
Since the election of Donald Trump as U.S. president on November 8, 2016, U.S. stock markets, as measured by the S&P 500 Composite Index, have had 47 positive days and only 28 negative days. Of the 28 negative days, the downside has been less than 1%. This low level of volatility is unusual.
Feb 23, 2017
Those hoping for constructive action on U.S. President Donald Trump’s pro-growth policies and less action on his protectionist ones have been disappointed. However, as long as democracy and free markets remain in place to foster technological growth and productivity enhancements, the U.S. will...
Feb 13, 2017
Finance Minister Cathy Rogers tabled the 2017 New Brunswick provincial budget on February 7, 2017. The commentary, prepared by our Wealth Planning Group, can be used to assist you and your Assante advisor with your wealth planning strategy.
Jan 19, 2017
Last year was full of surprises, the biggest being the election of Donald Trump as the next U.S. president. While there are many unknowns regarding the “Trump effect,” it continues to push stock valuations higher. We are maintaining a “boring” position in our portfolios until there is more clarity.