Assante Wealth Management - Burnaby Financial Advisor Rob Torrance

Well-Advised Newsletter

Is long-term care insurance a good choice for you?

October 01, 2013 • Financial Planning, Insurance Planning, Lifestyle, Retirement Planning

Living long means being prepared. Our life expectancy in this country is getting better and better. Will your insurance keep up with your needs? Read more…
Safeguarding your financial plan from protracted low interest rates

October 01, 2013 • Financial Planning, Investment Planning

What you should know about low interest rates. With low interest rates as a matter of policy, it’s not a bad idea to know what it means for your investment portfolio long-term – and what you can do about it. Read more…
Transitioning the family business

October 01, 2013 • Estate Planning, Financial Planning, Lifestyle, Retirement Planning

As baby boomers head toward retirement, many will be faced with the prospect of selling or transferring a family business. If you’re a business owner in this situation, here are five key issues to keep in mind. Read more…
How to balance risk and reward when rates are low

July 01, 2013 • Investment Planning

When interest rates at record lows, how do you ensure that you're earning enough on your investments to stay ahead of inflation, while not taking on too much risk to your portfolio? Read more…
Want to make the most of education savings for your kids?

July 01, 2013 • Financial Planning

Go beyond the ABCs of making the most of your education savings plan for your kids, and consider some of these more advanced strategies. Read more…
Will you be able to retire when you want?

July 01, 2013 • Retirement Planning

There are three key variables that may affect your retirement date. Learn more about how you can compensate if there's a life change that affects one of them. Read more…
Money tips for you and your teens

July 01, 2013 • Financial Literacy, Financial Planning

Becoming a savvy financial planner is an education of its own. What are the tips that you should be imparting to your teens during and leading out of their school years? Read more…
Tax-smart gifts to grandchildren

July 01, 2013 • Tax Planning

Giving a cash gift now to your grandchild brings the satisfaction of seeing your gift make a difference. It can also bring financial benefits. Here’s what you need to know. Read more…
A cure for emotional investing

April 01, 2013 • Investment Planning

Investment experts have a chart that shows the emotions a typical investor experiences as the market goes through its cycle. Would you like to guess how many emotions are listed? Read more…
Navigating the changing landscape of your 50s and 60s

April 01, 2013 • Financial Planning

We're going on a journey through the time period from your early 50s to your early 60s - a journey with a difference. Learn about the key times and the steps you should be taking in your retirement planning. Read more…