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BE WELL INFORMED

We are committed to providing clients with timely information on investments, wealth planning and our community. Through articles, calls, webcasts and more, you can:

Decode current market events and how they impact your investments

Discover the trends we believe are creating opportunities—and risks

Gain insight into important wealth management topics

Stay informed and invest with confidence

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RETIREMENT PLANNING

RRIF, meet JLTD

If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about.

 

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INVESTMENT STRATEGIES

Buy low, sell high—the challenges and opportunities

It’s said that successfully buying low and selling high only favours the fortunate—but did you know you’re likely benefiting from this investment ideal right now?  

 

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INVESTMENT STRATEGIES

Concerned about inflation?

Inflation may leave us helpless when it comes to higher prices. However, there are two ways to get help when it comes to your investments.

 

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Go paperless

Email is a crucial means of communication between clients and advisors. We are always looking for a convenient and secure solution for sharing our confidential communications and documents. Assante InvestorOnline is that solution. It's been designed to provide you and your Assante advisor with a secure and private communication gateway, and around-the-clock access to important information about your account.

 

Secure communication

You can communicate directly with your advisor knowing that your information will be kept private and safe.

 

Easy to use

Easily navigate through your account balances, transaction history and reporting details at your convenience.

 

Go paperless

Receive important documents and statements digitally, to help preserve the environment and protect both our postal workers and you.

 

Providing you with an online experience to oversee your accounts and more, any time, day or night is part of our committment to delivering complete financial advice. To register, please visit the link below.

 

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WEALTH MATTERS MARKET UPDATES

 

Do you have questions about how market events happening today could impact your investment goals in the future? We host regular virtual events with the portfolio management teams behind your investments so you can stay up to date on current market trends and be well-advised.

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We have advisors across Canada to help you reach your goals.

Let us help you be well advised