Did you know that 51% of Canadians don’t have a Will, and only 35% say they have one that is up to date.[1] By not having a Will or having an outdated one, your final intentions could go unactioned, leaving loved ones without the inheritance you had planned for them. Wills are not just for […]
In addition to providing you with a recap of the financial markets year to date, we would also like to invite you to our Wealth Matters webcast, providing timely investment and global market updates and outlook. This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Marchello Holditch, […]
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Peter Hofstra, Chief Investment Officer and Senior Portfolio Manager of Harbour Advisors. In this webcast, Peter will give an overview of the […]
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Marchello Holditch, Vice-President and Portfolio Manager of CI Multi-Asset Management. In this webcast, Marchello will provide a mid-year review of the investment […]
When it’s time to withdraw funds from a Registered Education Savings Plan (RESP), tax planning may be involved. It’s all because an RESP is composed of two pools of money, one taxable and one non-taxable – and you choose the pool for each withdrawal. One pool is your original contributions. Post-secondary education contribution withdrawals, as […]
We would like to invite you to our Wealth Matters webcast, providing timely global market updates through the COVID-19 pandemic. This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Malcolm White and Jeremy Yeung of Signature Global Asset Management, portfolio managers to the Signature Global Technology mandate. […]
We would like to invite you to our weekly Wealth Matters webcast, providing timely global market updates through the COVID-19 pandemic. This session will be hosted by Damon Sutherland, Senior Vice-President of Assante Private Client, and will feature Laurel Durkay, Senior Vice-President and Portfolio Manager at Cohen & Steers Inc. Laurel is a portfolio manager […]
Have you recently considered updating your Will or creating one for the first time? If yes, it is important to consider the tax implications of all your decisions before finalizing anything in your Will. The three part series below highlights some of the largest costs incurred and how to minimize them when leaving assets to […]
