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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

Should you delay your OAS pension?

 

Whether to delay Canada Pension Plan (CPP) or Quebec Pension Plan (QPP) benefits gets all the attention. But you should also know about delaying your Old Age Security (OAS) payments.

 

 

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INVESTMENT STRATEGIES

Managing a windfall, large or small

 

 

Whatever size a windfall may be, acting hastily can lead to regret. Learn what to consider and how to make the most of bonuses, tax refunds and larger windfalls that come your way.

 

 

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INVESTMENT STRATEGIES

Meeting multiple goals with a TFSA

 

It’s often desirable to dedicate a Tax-Free Savings Account (TFSA) to meeting a single goal. However, TFSAs can also be structured to achieve multiple financial objectives.

 

 

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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 VIRTUAL EVENTS

 

Wealth Matters events are designed to provide Assante clients and their families with timely investment, wealth planning and lifestyle information.

 

UPCOMING WEBCAST

 

Summer wellness session: The Ripple Effect
Hosted by Dr. Greg Wells
Wednesday, June 26, 2024

 

 

Below is the archive of previously-hosted sessions. Contact your Assante advisor to find out more about our upcoming topics. 

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

Let us help you be well advised