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Be well-informed.

Financial Planning

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.
Adult daughter embracing mother
Adult daughter embracing mother
Sep 17, 2019
It happens to each of us – facing a life choice but having trouble making the decision. We’ve got examples to show that decision-making help is available when a financial element is involved.
Young couple reviewing documents
Young couple reviewing documents
Jul 4, 2019
You might be worried if you and your spouse have opposite ideas about investing. But your differences may present no problem at all – and could even benefit you both.
PEI flag
PEI flag
Jul 3, 2019
Finance Minister Darlene Compton tabled the 2019 Prince Edward Island provincial budget on June 25, 2019. The commentary, prepared by our Wealth Planning Group at Assante Private Client, can be used to assist you and your Assante advisor with your wealth planning strategy.
Financial advisor meeting with clients
Financial advisor meeting with clients
May 21, 2019
If your will planning involves a testamentary trust for one or more of your beneficiaries, you will need to select appropriate trustees.
Adult son hugging mother
Adult son hugging mother
Apr 29, 2019
If you ever lose the ability to manage your financial affairs, someone must take over. Learn why there’s no advantage, only risks, when you put off getting a power of attorney.
Drapeau d'Ontario
Drapeau d'Ontario
Apr 23, 2019
Finance Minister Victor Fedeli tabled the 2019 Ontario provincial budget on April 11, 2019. The commentary, prepared by our Wealth Planning Group at Assante Private Client, can be used to assist you and your Assante advisor with your wealth planning strategy.
Newfoundland Flag
Newfoundland Flag
Apr 23, 2019
Finance Minister Tom Osborne tabled the 2019 Newfoundland and Labrador pre-election provincial budget on April 16, 2019. The commentary, prepared by our Wealth Planning Group at Assante Private Client, can be used to assist you and your Assante advisor with your wealth planning strategy.
Family having fun playing in the park
Family having fun playing in the park
Apr 22, 2019
The value of your estate assets could be eroded by tens or hundreds of thousands of dollars in tax. But there’s a life insurance solution that protects an estate’s value – and the children’s inheritance.
Middle aged couple looking at their finances
Middle aged couple looking at their finances
Apr 8, 2019
You are never too old, too young, too wealthy or too poor to engage in financial planning. Here’s why financial planning is important.