Newsletter
Newsletter
March 18, 2019
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…
March 18, 2019
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…
March 18, 2019
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…
January 17, 2019
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…
January 17, 2019
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…
January 17, 2019
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…
June 15, 2018
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…
June 15, 2018
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…
June 15, 2018
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…
June 15, 2018
Click on the image below to read the article. For the PDF click here. June 15, 2018
May 9, 2018
In this Money Sense article, the author encourages people to talk about how their shared property would be handled in the event of a break-up.…
May 9, 2018
I am often asked about budgets and budgeting. I imagine that when people have the ‘should I have a budget’ conversation in their head it…
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