Rob Torrance
Investment Funds Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
-
Plan now for year-end to-dos
September 24, 2017 • Financial Planning
Why wait for the busy holiday season to take care of your end-of-year financial tasks, like charitable donations and RRSP top-ups? These simple steps can help reduce stress by giving you a head start on your financial to-do list. Read more…
-
Simplify your financial life
September 24, 2017 • Financial Planning
Have investments spread out across different financial institutions? You’re not alone. But instead of trying to juggle different accounts, statements and fees, consider how consolidating your investments in one spot can bring you closer to your goals. 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…
-
A financial plan helps protect you from the unexpected
March 25, 2017 • Financial Planning
Life is full of surprises — sometimes good, sometimes not so good. Your flexible financial plan helps you stay on track to reach your goals no matter what happens. Read more…
-
Solving the spending versus saving dilemma
March 25, 2017 • Financial Planning
Spend now or save for tomorrow? It’s the perennial question for every investor — and a source of heated debate for many couples. There’s no right or wrong answer, but there is a balance that’s right for you. Read more…
-
Diversification – the confidence factor
December 25, 2016 • Financial Planning
Every new year, investment experts come out with predictions on which markets will outperform over the next 12 months. But financial markets are unpredictable — which is why it makes sense to spread the risk by diversifying. Read more…
-
Is a spousal RRSP still valuable?
September 24, 2016 • Financial Planning
Is a spousal RRSP still valuable? Read more…
-
A strategic approach to RESP withdrawals
June 24, 2016 • Financial Planning
The day you’ve been planning for is finally here. Your child is headed off to college or university. Now the challenge is to withdraw carefully from your Registered Education Savings Plan (RESP) so you make the most of your savings. Here are strategies that can help. Read more…
-
All in the family
March 25, 2016 • Financial Planning, Investment Planning, Tax Planning
You know that you can always come to us for advice on any financial challenge you’re facing. But what if it’s your parents, in-laws, or an adult child who needs assistance? You’ll be pleased to know that we can help them, too. Read more…
-
Does managing your financial life ever feel like a juggling act?
March 25, 2016 • Financial Planning, Lifestyle, Retirement Planning
As your life evolves, managing financial priorities can get increasingly complicated. Should you pay down your mortgage or contribute to your RRSP? Or maybe your TFSA? And what about the RESP for the kids’ education? Find out how we can help. Read more…
© 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.
