Newsletter

Newsletter

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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Householding your Assante On-line Profile

You are now able to share your Assante Investor On-line profile with another person.  This means that a couple can now view their combined accounts…
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Powers of Attorneys: Tips & Traps

People understand the importance of having a will, but many do not understand the need for a power of attorney, which is often an overlooked…
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Your Withdrawal Rate – Perhaps the Most Important Number for Your Retirement

One of the most important tasks facing any prospective retiree is determining how much money they can take out each year with confidence that they…
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TFSA Space Increases to $6,000

TFSAs Celebrate 10 Years with an Increase On the 10th year of its debut, the annual TFSA contribution has increased to $6,000.  At first, setting…
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What Would You Do With $10,000?

Where would you invest $10,000 Different generations have different priorities when is comes to money.  In this example they look at how Millennials, Gen Xers…
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Last Year’s Market Volatility

For 2018, Turbulent was an understatement After an unusually calm year of solid performance for capital markets in 2017, investors experienced a much bumpier ride…
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Welcome Steluta! Strengthening the Team

Please join me in welcoming Steluta Mazilu to our team! Steluta joined us 3 months ago and is working with Valerie on the administrative and…
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Securing your On-line Presence

With on-line security becoming more and more important I wanted to share a tool with you that we use to maintain our business and personal…
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Changes to Private Corporations

Many business owners and tax professionals alike have been following the federal government’s proposed tax reforms for private corporations since last summer. Regrettably, the changes…
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Ready to Get Started on Securing Your Future?