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Be well-informed.

Financial Literacy

Middle aged couple looking at their tablet
Middle aged couple looking at their tablet
Oct 2, 2019
In December, many people face a time crunch with holiday planning and end-of-year tasks. But you can reduce the stress by getting a head start on your financial to-do list. Here are some steps you can start planning now.
Young family gathering around piggy bank
Young family gathering around piggy bank
Sep 9, 2019
You have the power to instill financial habits in your children that can last their lifetime. Learn about valuable teaching moments for tweens, teens and college and university students.
Assante Vancouver Centre advisor speaking at 2019 Financial Bootcamp
Assante Vancouver Centre advisor speaking at 2019 Financial Bootcamp
Feb 13, 2019
When it comes to providing young adults with the tools and resources to become financially independent, look no further than Assante Vancouver Center’s annual Financial Bootcamp.
Mixed couple reviewing paperwork
Mixed couple reviewing paperwork
Nov 26, 2018
Ever wonder if you’ll be affected by Old Age Security clawback? To minimize OAS clawback, you need to reduce net income. During retirement, an effective strategy is splitting pension income. But several strategies, including the following, can be initiated before retirement arrives.
Two women at flower shop
Two women at flower shop
Nov 13, 2018
If you want to sleep well even when markets are volatile, you must invest according to your own risk tolerance. It’s one of the most important factors in investing.
Couple reviewing document
Couple reviewing document
Nov 6, 2018
According to Statistics Canada, a Canadian male aged 65 is expected to live to 84 and a female to age 87. Here are some of the financial planning areas affected by the new longevity.
Couple walking in the park
Couple walking in the park
Nov 1, 2018
Scattered investments are troublesome to manage, and the lack of coordination can make it harder to reach your investment objectives. Here are five reasons you may want to consolidate your investments.
Fraud prevention for seniors
Fraud prevention for seniors
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. 
Adult children helping out parents at home
Adult children helping out parents at home
Nov 23, 2017
Adult children are having a hard time financiallu. Work has become more precarious, wages have stagnated and housing prices continue to rise. Here's how you can help your children.
Grandparent teaching grandchild important money management skills
Grandparent teaching grandchild important money management skills
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.