The goal of this company has always been to add value for our clients. You might be surprised to know that building your portfolio is one of the easier parts of what we do. Join us today as we examine our value proposition and which parts of it are geare…
Many people try their hand at doing their own tax returns with the thought that they can save money or that it’s not really all that complicated. But we’re here to tell you that there are a number of easy mistakes that people make when filing their incom…
Today on ThinkSmart Financial Advisors, Rob McClelland and Mike Connon, discuss the ins and outs of dying in Canada. From the types of taxes, you face to some pretty simple things you can do to ensure that as much of your accumulated wealth can be passed…
We all know change is inevitable, but the pandemic has brought change to the forefront of many technological discussions. Outdated modes of communication are on their way to becoming a thing of the past. Join Us Today on ThinkSmart as we discuss the chan…
Is your savings rate at the right level for you to be able to retire? This is one of the 10 numbers that you should know when it comes to your financial life. Today on ThinkSmart Advisors Rob McClelland and Mike Connon discuss everything from the Rule of…
They weren’t always as perfect as we like to remember them, especially when it comes to financial products and advice.Front-end fees of 5-9%, deferred sales charges, minimum commissions, management fees, and hidden fees; it could be a very hostile enviro…
Today we look at the saving and spending habits of three different groups; The Frugal Foodies, The Prudent Families and The Extravagant Travelers and what makes each of them successful in attaining their ideal retirement goals. Which type are you?
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Where should you be getting advice? Generic advice can be very dangerous. There are so many factors to consider when you start to make decisions based on what you read or hear. Are AIs really sophisticated enough to solve all your financial and money con…
No matter how or what happens, you just can’t shake inflation. It’s always right there by your side. But what can help in your ongoing lifetime battle with it is understanding it. How is inflation calculated? You might be surprised how that 3% is actuall…
Everyone has predicted a correction for the housing market, but as prices continue to rise in cities like Toronto and Vancouver, will we ever see this happen? Real estate and real estate construction today make up a larger share of our economy than in an…
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Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.
We have a team of advisors each specializing in varying portfolio sizes. Please let us know the approx. amount of your investable assets to help us to direct you to the advisor that is best suited to you.
