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

Taxes

Two business owners reviewing documents on laptop at a coffee shop
Two business owners reviewing documents on laptop at a coffee shop
Feb 3, 2020
The federal government is beginning to clamp down on tax-reduction opportunities for small businesses. With the new restrictions, it becomes even more important to take advantage of the tax breaks that remain. Here are three strategies to consider.
farm on a sunny day
farm on a sunny day
Jan 16, 2020
If you plan to transfer farm inventory to the next generation, you may consider transferring the inventory over a number of years to spread the income and resulting tax liability over those years.
Portrait of retired couple
Portrait of retired couple
Oct 15, 2019
For couples, pension incoming splitting and pension sharing are two ways you can adjust your taxable income reduce total taxes.
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.
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.
Quebec flag
Quebec flag
Apr 1, 2019
Finance Minister Eric Girard tabled the 2019 Quebec provincial budget on March 21, 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.
Commentaire sur le budget provincial 2017 du Nouveau-Brunswick
Commentaire sur le budget provincial 2017 du Nouveau-Brunswick
Mar 29, 2019
Finance Minister Ernie Steeves tabled the 2019 New Brunswick provincial budget on March 19, 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.
Saskatchewan flag
Saskatchewan flag
Mar 27, 2019
Finance Minister Donna Harpauer tabled the 2019 Saskatchewan provincial budget on March 20, 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.