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Be well-informed.

We are committed to providing clients with timely information on investments, wealth planning and our community.

Be well-informed.

Commentary

Commentaire sur le budget provincial 2017 du Nouveau-Brunswick
Commentaire sur le budget provincial 2017 du Nouveau-Brunswick
Feb 13, 2017
Financial Planning, Wealth Planning, Budget Commentary, Taxes
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.
Incertitude
Incertitude
Jan 19, 2017
Economic Insight, Market Volatility, Bonds
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.
assante life
assante life
Oct 19, 2016
Economic Insight, Market Volatility, Investment Portfolio
There are plenty of reasons to expect heightened market volatility throughout the remainder of 2016. Before selling your investments and heading for the hills, there is something to consider…
assante life
assante life
Sep 30, 2016
Economic Insight, Market Volatility
Most investors prefer to have some currency stability to aid longer term planning, but this does not appear to be in the cards for the foreseeable future.
assante life
assante life
Sep 21, 2016
Economic Insight, Market Volatility, Investment Portfolio
Interest rate expectations determine the price of bonds which affects your income and taxes. What’s our strategy when constructing portfolios in this low interest rate environment?