financial plan

Coronavirus, Markets and Economies: Five Little Things You Can Do Today

Coronavirus, Markets and Economies: Five Little Things You Can Do Today

In our last post, we shared five little things worth knowing as we navigate through a coronavirus-inspired bear market. Basically, the future is uncertain … but markets have always prevailed over time. Your best bet is to build and maintain a globally diversified investment portfolio, and sit tight during the downturns. Then again, it’s hard …

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discussion

Attention Business Owners and Consultants: Do you know your legal rights?

Time is of the essence when having your own business, building good practices, relationships, creating a financial plan and understanding your legal rights and obligations makes having your own business solid and gives you a better chance of success instead of bankruptcy. These components will serve you throughout the life of your business. At this …

Attention Business Owners and Consultants: Do you know your legal rights? Read More »

market

Feelings?

As I write this, the TSX has closed down 300 points and the Dow has closed 350 points. I’d say that it was a bad day in the market. It’s a good thing that nothing has changed in my financial situation or with my financial plan. Therefore, I plan on doing nothing. As an investor, …

Feelings? Read More »

Retirement

DANGEROUS ASSUMPTIONS; Will you be financially prepared in retirement?

We invite you to join us for our series of workshops we call the “Lunch & Learn” series. Each month we will be introducing new and exciting topics. This event will take place at the Thornhill Country Club on Friday February 22nd, between 12:00 and 1:00pm. DID YOU KNOW? … CPP and OAS is approximately …

DANGEROUS ASSUMPTIONS; Will you be financially prepared in retirement? 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.

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