Assante Wealth Management

Rob Torrance

Investment Funds Advisor
  • Home
  • Our Team
  • Newsletter
  • Our Services
  • Financial Links
  • About Assante
    • Protecting Your Assets
  • Contact Us

Safeguarding your family’s financial future

with complete wealth management services »

theme/gold-modern

Well-Advised Newsletter

  • What we can learn from successful female investors

    October 01, 2013 • Investment Planning

    Are women investors showing up the men? Are women the real masters of the investing universe? Research says yes. Read more…

  • Look abroad for growth potential and enhanced diversification

    October 01, 2013 • Financial Literacy, Investment Planning

    Look beyond the backyard for growth. Canada’s a great place to live and a great place to invest. But make sure you know the potential that lies outside our borders. Read more…

  • 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…

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • 18
  • 19
  • 20
  • 21
  • 22
  • 23

Newsletter Topics

  • Technology
  • Playbook
  • Portfolio Construction
  • The Big Picture
  • Security
  • Estate Planning
  • Financial Literacy
  • Financial Planning
  • Insurance Planning
  • Investment Planning
  • Lifestyle
  • Luxury Assets
  • Retirement Planning
  • Tax Planning

Newsletter Archive

2018
  • April
  • March
  • February
  • January
2017
  • December
  • November
  • October
  • September
  • August
  • July
  • June
  • May
  • April
  • March
  • January
2016
  • December
  • November
  • September
  • July
  • June
  • May
  • March
  • February
2015
  • December
  • November
  • October
  • September
  • August
  • June
  • March
2014
  • December
  • September
  • June
  • March
2013
  • December
  • October
  • July
  • April
  • January
2012
  • September
  • June
  • March
2011
  • December
  • September

Disclaimer

© 2018 Assante Wealth Management

Assante advisory services are offered through Assante Capital Management Ltd. and Assante Financial 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.

IIROC logoIIROC Advisor
Report textCIPF logo