Assante Wealth Management

Rob Torrance B.Sc.

Investment Funds Advisor
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Well-Advised Newsletter

  • The bottom line is the finish line

    September 24, 2016 • Investment Planning

    Market volatility can rattle even the most seasoned investors – especially when linked to headline-grabbing world events. Here are some approaches to help you stay focused – and on track to meet your goals. Read more…

  • 7 ways to split income – and pay less tax

    September 24, 2016 • Tax Planning

    The 2016 federal budget may have eliminated the Family Tax Cut, but there are still a number of ways to transfer income within your family and save on taxes. Take a look at these seven income-splitting strategies. Read more…

  • Is a spousal RRSP still valuable?

    September 24, 2016 • Financial Planning

    Is a spousal RRSP still valuable? Read more…

  • Living trusts – not only for the rich and famous

    September 24, 2016 • Estate Planning

    Do you think trusts only benefit the ultra-wealthy? Think again. Whether you’re looking to pass on your business, transfer property, or leave something to charity, a trust can be a useful tool – even to those of modest net worth. Here are some examples. Read more…

  • Life is different for Generation Y

    September 24, 2016 • Lifestyle

    From employment issues to out-of-reach home ownership, Generation Y – those born between 1980 and 2000 – face a number of financial obstacles that previous generations did not. Here are some options parents can explore with millennials to help them overcome these challenges. Read more…

  • Annuity on the horizon? You may want to buy now

    September 24, 2016 • Insurance Planning

    Annuity on the horizon? You may want to lock in preferential tax treatment now. Read more…

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Disclaimer

© 2019 Assante Wealth Management

Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).

ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
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AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
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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.