Alt Text Goes Here

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

mobile phone reviewing stock
RETIREMENT PLANNING

Managing your RRIF withdrawals effectively

 

In retirement, every dollar you save in tax is more money to support your lifestyle. We’ve got ways to save tax by strategically making Registered Retirement Income Fund (RRIF) withdrawals.

 

READ MORE

Tall Building
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.

 

 

READ MORE

Stock Charts
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.

 

READ MORE

image

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.

 

Market trends image

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.

Advisor Locator Icon

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

Let us help you be well advised