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Insights
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Market Trends & Investment Insights
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Market Trends & Investment Insights
- Marchello Holditch: How markets and asset classes performed through 2020; outlook for the coming year
- Drummond Brodeur and Jeff Elliot: Growth opportunities during the pandemic; impact of vaccinations on fiscal policy; macro-economic outlook
- Marchello Holditch: Overview of his team’s investment philosophy.
- Nick Griffin and Akilan Karuna: The risks and opportunities that lie ahead for global equity markets
- Peter Hofstra: Portfolio positioning within our Canadian Alpha and Value strategies
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Market Trends & Investment Insights
- Roberto Katigbak: First asset enhancement Short Duration Bond Fund
- Peter Hofstra: Insights on where we stand today following weeks of market volatility
- Laurel Durkay: Overview of Cohen & Steers Inc. outlook for the U.S. real estate securities portfolios
- Malcolm White & Jeremy Yeung: How the tech sector was one of the best performers through the COVID-19 pandemic
- Marchello Holditch: Mid-year review of investment themes in first half of 2020 and reviewed changes to position their portfolios for future growth
- Peter Hofstra: Proprietary investment process, designed to optimize returns with a focus on resilient and high-performing business models
- Marchello Holdich: Macro market and economic outlooks and alternative investment strategies
- Sean Etherington & Drummond Brodeur: Overview on what’s transpired and what lays ahead for the markets through the COVID-19 pandemic
- Marchello Holditch: Update on what's happening in global markets through the COVID-19 pandemic
- Sean Etherington, Bob Swanson and Cheryl Norton: Update on global markets as well as wealth planning strategies business owners should be aware of during COVID-19
- Sean Etherington and Peter Hofstra: An update on their economic and market outlook
- Peter Hofstra and Marchello Holditch: Outlook of the broader investment landscape and why active management and a balanced portfolio are critical to remaining opportunistic
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Market Trends & Investment Insights
- Drummond Brodeur: What factors are influencing global markets, and the potential ups and downs investors can expect in 2022.
- Robert Swanson: International Equity Pool update and outlook for 2022's rising rate environment
- Stephen Lingard: How soaring inflation and other macro factors have impacted year-to-date equity and fixed income returns
- Robert Swanson: How the current economic environment is impacting investment outcomes
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Market Trends & Investment Insights
- Robert Swanson: Market & Macro Update
- Peter Hofstra: Opportunities and risks in North American markets
- Kevin McSweeney: Inflation rates, U.S. bank failures and opportunities for growth
- Brent Steele: FHSAs and how they will work
- Inflation, Recession, and Investment opportunities on the horizon
- Year-End Update and Outlook for 2024
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Market Trends & Investment Insights
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Wealth Planning Insights
- Assante launches its new Charitable Giving Program
- Minimize tax on retirement income
- Choosing an RRIF or RRSP beneficiary
- Tax-smart gifts to grandchildren
- Intergenerational farm transfers
- Starting CPP/QPP and OAS Benefits
- Choosing between RRSP vs. TFSA
- How to make tax-smart RESP withdrawals
- Are RRSPs still the best choice?
- Assante Private Client offers alternative investments as part of a comprehensive wealth planning solution
- Registered Disability Savings Plan 101
- Does your group insurance need a boost?
- Aligning your TFSA with financial goals
- Investing for kids - learn about TFSAs
- How to minimize the OAS clawback
- Investing in the home stretch
- Will you need life and health insurance in retirement?
- Lesser-known ways to profit and save
- Borrowing to invest
- When’s the best time to invest?
- Responsible investing is also smart investing
- Concerned about inflation?
- Is cryptocurrency for investors or speculators?
- Can your risk tolerance change?
- Buy low, sell high—the challenges and opportunities
- Beware of fraud targeting seniors
- Fall Economic Statement
- COVID-19 Economic Response Plan
- RRSP transfer to spouse on death
- RRIF transfer to spouse on death
- Retirement plans changing? Evaluate and pivot
- Tax on split income with children
- Why is financial planning important?
- Updating beneficiary designations after a change in marital status – A cautionary tale
- Ways to use a TFSA in retirement
- Claiming home office expenses on tax return
- CPP/QPP pension sharing benefits
- RESP: Important estate planning tips
- Property of a minor
- Thinking of purchasing a vacation property?
- Claiming home office expenses
- The pandemic and the piggy bank
- Financial planning for the future
- If I had a million dollars
- When to review your estate plan
- Can you retire earlier?
- Retirement planning for couples
- Financial planning in your 50s and 60s
- Estate planning during COVID-19
- How to maintain financial peace of mind
- Should you name a child as executor?
- How much income do you need in retirement?
- Teaching your children how to manage money
- Choosing a trustee for your will
- When a family member needs special care
- Plan now to minimize OAS clawback later
- Powers of attorney: When should your power of attorney be effective?
- Preparing for real estate contingencies
- How did you react to market volatility?
- Why the money talk matters
- Money tips for you and your teens
- When to make a move to safety
- What to do when it’s time to help your parents
- Why personalize your retirement plan
- Prepare your executor
- Do you have assets that can’t be divided?
- Retirement and the “where” factor
- Why financial life should involve both spouses
- Should you help your child buy a home?
- Control the inheritance you leave to your heirs
- Prepare for the unexpected
- RRIF, meet JLTD
- What to do when retirement approaches
- Single? Estate planning is still important
- Time for a vacation property chat?
- Life decisions and the financial factor
- Managing financial life in a second marriage
- Time for an RESP checkup?
- Do you and your parents have powers of attorney?
- Managing your RRIF withdrawals effectively
- Prepare your children for financial responsibility
- Ever get emotional about your investments?
- In the world of investing, time is your friend
- Short-Term Pain, Long-Term Gain
- Should market conditions affect how you invest?
- Meeting multiple goals with a TFSA
- Ensure family harmony when planning your estate
- Managing a windfall, large or small
- Should you delay your OAS pension?
- Help your child purchase a home with an FHSA
- Investing during a market recovery
- Split your income to save tax
- Spring clean your beneficiary choices
- Should you co-sign a loan?
- Is downsizing the right decision?
- Ways to save for a child’s education
- When you retire, financial literacy expands
- Transferring the family vacation property: now or later?
- Have you named a trusted contact person?
- Why you should watch out for phishing, smishing and vishing
- How to pay little or no tax on RESP withdrawals
- Ways to give to grandchildren
- Preserving estate assets for your heirs
- Have you planned for digital assets?
- How sustained high interest rates may be affecting you
- Your Pre-Trip Financial To-Do List
- How to make charitable gifts go further
- Everyone needs an emergency fund—here’s how to build yours
- Is an RRSP still worthwhile?
- Wealth planning is different when you’re single
- Making the most of a First Home Savings Account
- Take advantage of family and caregiving benefits
- Do you check your bank and credit card transactions
- Find money-saving opportunities this tax season
- When a wealth plan is fluid
- Planning for market volatility
- Will your parents need your help?
- Four ways to protect your credit score
- Navigating the retirement risk zone is personal
- Five items often overlooked in a will
- Talking to your significant other about money
- Consider the timing of leaving an inheritance
- Determining which donation method suits you best
- Profit by overcoming investment biases
- How to avoid or minimize the OAS clawback
- Do you and your spouse see investing the same way?
- How falling interest rates impact your financial life
- Will you retire at the same time as your spouse?
- A new family calls for a new estate plan
- Why tax deferral works
- Have you reviewed your choice of executor?
- I’ll be gone anyway, so why plan my funeral?
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Market Trends & Investment Insights
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- 2020 Year-End Statement and Tax Receipt Mailing Schedule
- 2020 United Financial Year-End Statement and Tax Receipt Mailing Schedule
- 2021 Year-End Statement and Tax Receipt Mailing Schedule
- 2021 Assante Private Pools and Optima Strategy Year-End Statement and Tax Receipt Mailing Schedule
- A comprehensive approach to financial planning
- 2022 Year-End Statement and Tax Receipt Mailing Schedule
- 2022 Assante Private Pools and Optima Strategy Year-End Statement and Tax Receipt Mailing Schedule
- Wealth Planning & Financial Advice
- 2023 Assante Private Pools and Optima Strategy Year-end Statement and Tax Receipt Mailing Schedule
- 2023 Year-End Statement and Tax Receipt Mailing Schedule