Assante Wealth Management

Rob Torrance

Investment Funds Advisor
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Well-Advised Newsletter

  • 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.

    Read more…

  • The Playbook - July 3, 2017

    June 30, 2017 • Playbook

    The Playbook provides a weekly review and outlook on economic and market trends.

    Read more…

  • 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…

  • 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…

  • 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…

  • 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…

  • Nothing beats free money from the government!

    June 24, 2017 • Financial Literacy

    Nothing beats free money from the government! Read more…

  • Who should inherit your TFSA?

    June 24, 2017 • Investment Planning

    Who should inherit your TFSA? Read more…

  • The Playbook - June 26, 2017

    June 23, 2017 • Playbook

    The Playbook provides a weekly review and outlook on economic and market trends.

    Read more…

  • 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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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

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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.

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