Gobble Gobble! It’s that time of the year again for our southern neighbours to celebrate Thanksgiving. In the US, Thanksgiving is more than just about being with family, eating turkey and giving thanks for all that they are fortunate to have – it is about football, parades and Black Friday shopping. American thanksgiving is predictable …
We invite you to join us for our upcoming complimentary lunch and learn workshop. Each month we will be introducing new and interesting topics. This event took place at the Thornhill Golf & Country Club on Monday, December 8th between 12:00 and 1:00pm. Pairing your favorite chocolate with the right wine will create an unforgettable sensory experience. …
Nothing is better than Pairing Chocolate with Wine Read More »
Well, it has happened again. Volatility in the equity market is affecting investor sentiment. There are increased calls to the office about Ebola and how it is affecting the markets. Client meetings are centered around the price of oil and how it will affect retirement plans. However, this is no surprise. We expected the inevitable …
When the market becomes a roller coaster, remember these truths: Read More »
We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics. This event took place at the Thornhill Golf & Country Club on Monday, November 17th between 12:00 and 1:00pm. It doesn’t have to be complicated. Estate planning …
You died…Now what happens to your assets? A step by step guide. Read More »
We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics. This event will be a joint collaboration between The Canadian Cancer Society and The McClelland Financial Group . Invest just 60 minutes and it could save you …
Those of you who didn’t attend our August Lunch and Learn missed an important lesson in managing behaviour in volatile markets. With the equity market close to doubling in value over the last 5 years, it is now even more important that clients take control of their emotion-based decision making process. [youtube]https://www.youtube.com/watch?v=ea2JIHs-tBk[/youtube] We followed the …
As of December 2013, just less than half of Canadians (48%) have opened a Tax Free Savings Account (“TFSA”). This sounds like great take-up given the infancy of the TFSA (created in 2009), but in my experience I have found that there is a common misconception about the TFSA. In too many instances, I have …
I wrote the article below at the end of 2011. As you may recall, the general market was down 9.41% (MSCI All Country World Index USD). The message of this article is just as important now as it was in 2011. With record highs this year, investor sentiment is at a high as well. That …
Managing your money and planning your financial security are not easy tasks. Time constraints, ever changing tax laws, a confusing assortment of investment options — all present roadblocks for most people in addressing their financial affairs in any effective and coherent way.
We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics. This event took place at the Thornhill Golf & Country Club on Friday, September 26th between 12:00 and 1:00pm. Theft of personal information for the use of …
Identity Theft and Prevention: Are you a target? Read More »
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Disclaimer | Assante advisory services are offered through Assante Capital 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. Insurance products and services are provided through Assante Estate and Insurance Services Inc.
