Wealth Planning Insights

All Categories
Everything Estates
Investor Education
Well-Advised

All Topics
Budget Commentary
Cash Management
Charitable Giving
COVID-19
Critical Illness
Economic Insight
Estate Planning
Estate Tax
Family Conversations
Financial Literacy
Financial Planning
Funding Education
Incapacity
Income Protection
Inheritance
Insurance
Intergenerational Planning
Investment Portfolio
Investment Strategies
Legacy Planning
Market Volatility
RDSP
RESP
Retirement Accounts
Retirement Planning
RRIF
RRSP
Saving and Spending
Tax Planning
Taxes
TFSA
Trusts
Value of Advice
Wills

Dec 14, 2020

How did you react to market volatility?

Investing in volatile markets is stressful. Speak with an Assante advisor about reactions related to your portfolios during economic uncertainty.
Dec 6, 2020

Fall Economic Statement

On November 30, 2020, Canadian Deputy Prime Minister and Finance Minister, Chrystia Freeland, delivered the government’s Fall Economic Statement titled, Supporting Canadians and Fighting COVID-19. Here's what you need to know.
Oct 26, 2020

COVID-19 Economic Response Plan

The federal government has enacted several measures aimed at stabilizing the economy as a result of COVID-19. Below is a summary of Canada’s COVID-19 Economic Response Plan, reflecting key measures announced as of October 5, 2020.
Oct 14, 2020

How to maintain financial peace of mind

Many investors are concerned about stock market recovery from COVID-19. Talk to an Assante advisor about how to maintain financial peace of mind.
Jul 27, 2020

Claiming home office expenses on tax return

What is the best way to claim home office expenses for a tax deduction? Learn how many employees are making the most of COVID-19 and working from home.
May 14, 2020

Estate planning during COVID-19

The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. The barrage of news headlines about the health crisis and forced time at home have understandably led individuals to more thoughtfully consider the plans they have in place or plans they would like to implement. Legal professionals throughout Canada have noticed an increased interest in estate planning in recent weeks.