Back to top

Be well-informed.

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

Be well-informed.

News

Federal government Fall Economic Statement
Federal government Fall Economic Statement
Nov 13, 2017
Financial Planning, Wealth Planning, Taxes
Finance Minister Bill Morneau delivered the federal government’s Fall Economic Statement on October 24, 2017. The commentary can be used to assist you and your Assante advisor with your wealth planning strategy.
Hero image - Death and taxes: What you need to know now
Hero image - Death and taxes: What you need to know now
Feb 15, 2017
Wealth Matters, Wealth Planning, Financial Planning, Investing Strategies, Market Analysis
On February 15, our wealth planning focus was on taxation at death and what you can do to prepare for it. We also heard from Daniel Bubis, President and CIO of Tetrem Capital Management on their structured investment process.