Rob Torrance
Investment Funds Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
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Portfolio Construction - Getting more active: The evolution of investing
June 30, 2017 • Portfolio Construction
Over the past 35 years, investing in the broad equity markets has been profitable for many investors. The S&P 500 Index returned 12% on average per year for the 35 years ending May 31, 2017.
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The Playbook - July 3, 2017
June 30, 2017 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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Selling your home? Be sure to abide by the new tax rules
June 24, 2017 • Tax Planning
When you sell your home, any increase in its value since purchase is tax-free as long as it was your principal residence. But the tax rules changed recently. Now, you must report the gain on your tax return in order to get the principal residence exemption. Read more…
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Saving for your kids’ education? It may cost more than you think
June 24, 2017 • Financial Planning
Costs for post-secondary education vary widely depending on location, type of program and level of study. To give your child maximum flexibility, you’ll want to save as much as you can. And Registered Educations Plans (RESPs) aren’t the only way to do it Read more…
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Married or single? It makes a difference in retirement
June 24, 2017 • Retirement Planning
Couples and individuals living on their own face different financial planning challenges — and opportunities — especially where retirement planning is concerned. Read more…
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Tips for saving on life and health insurance
June 24, 2017 • Insurance Planning
There are a number of ways to get the protection you and your family need for less than you might think. Read more…
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Nothing beats free money from the government!
June 24, 2017 • Financial Literacy
Nothing beats free money from the government! Read more…
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Who should inherit your TFSA?
June 24, 2017 • Investment Planning
Who should inherit your TFSA? Read more…
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The Playbook - June 26, 2017
June 23, 2017 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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The Playbook - June 19, 2017
June 16, 2017 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
Read more…
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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.
