Be well-informed.

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

Be well-informed.

TFSA

Young couple on couch using tablet
Young couple on couch using tablet
Dec 6, 2018
There’s no doubt that some of your New Year’s resolutions will be financial in nature. The problem is that resolutions often go unresolved. Here are six tips to help you keep your resolutions.  
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.
plan-now-for-year-end-to-dos.png
plan-now-for-year-end-to-dos.png
Nov 8, 2018
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.
Multigeneration family celebrating birthday
Multigeneration family celebrating birthday
Sep 18, 2018
When a family member is struggling with a financial issue – perhaps your parents or in-laws, or an adult child – do you ever wonder if you can ask us for advice? The answer is yes.
Grandparents and granddaughter walking in park
Grandparents and granddaughter walking in park
Sep 10, 2018
Giving a cash gift now to your grandchild brings the satisfaction of seeing your gift make a difference. It can also bring financial benefits. Here’s what you need to know.
Grandparent teaching grandchild important money management skills
Grandparent teaching grandchild important money management skills
Nov 20, 2017
Your child might be at least 18 and old enough to open a Tax-Free Savings Account (TFSA), but may not have the resources to make a contribution. Here’s an idea that gets your child started in investing and in learning about investing.
assante life
assante life
Sep 24, 2016
The 2016 Federal Budget may have done away with the Family Tax Cut, but there are still many viable ways to transfer your income to a lower-income family member – and save. Here are seven strategies to consider.