Newsletter

Newsletter

They Don’t Ring a Bell at the Bottom

A day cannot pass without hearing about the unprecedented nature of the times we are living in.  We are all trying to stay safe, follow…
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Recently Introduced Financial Measures

Over the last weeks, there were dozens of financial measures put in place to help individuals and companies handle the economic fallout of recent events. …
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Covid-19: Dealing with Today’s Down Markets

Hello everyone, First, thank you to everyone who reached out to see if my family and I returned home safely.  We did and are sitting…
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3 Realities of Volatility

Given recent events, I thought it would be appropriate to discuss the volatility – the ups and downs of your portfolio that comes with your…
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Coronavirus Update

Coronavirus Update In the recent days and weeks, we have seen the coronavirus spread outside of China in a more pronounced way affecting financial markets…
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3 Overlooked Aspects to Financial Planning

There are important dimensions to a retirement income plan that people often overlook.  These oversights may put people in financial harm’s way.  Below are 3…
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2019 – The Best Year in Human History

It is not difficult to point out the issues and struggles existing around us and around the globe. National Post journalist, Nicholas Kristof, argues that…
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Triggering Tax; On Purpose? You’re Crazy

For most of us, the greatest lifetime expense we’ll have is income tax.  My aim is for you to pay the least amount of tax…
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Find Out Your Wealth Number

People often ask me how their wealth fares against others. Find out your Wealth Number and see how you compare to the world. To read…
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DocuSign

Assante has recently approved a new electronic signature platform called DocuSign.  It allows you to sign documents with the click of a mouse or tap…
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How Volatility Distorts Investors View of the Long Goal

We all know that we are supposed to buy low and sell high.  Yet, most investors continue to demonstrate that they do the opposite: they…
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Investing With Tax in Mind

We all live off net or after-tax income.  It is what rests in our wallets and purses that pays the bills and puts food in…
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Ready to Get Started on Securing Your Future?