Assante on Taylor
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
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How often should you check your portfolio?
June 21, 2019 • Investment Planning
Investors these days can check their portfolio whenever they wish. But just because we can, does it mean we should? Find out what’s appropriate and what may pose a problem.
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Are you entering the retirement risk zone?
June 21, 2019 • Retirement Planning
It begins several years before retirement and continues for several years after the day you retire. Learn why your investments need extra protection while you are in the retirement risk zone.
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Does your spouse have a different investment personality?
June 21, 2019 • Financial Planning
You might be worried if you and your spouse have opposite ideas about investing. But your differences may present no problem at all.
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When education savings may need a boost
June 21, 2019 • Financial Planning
Average education savings seem just fine until the day they meet above average costs. We’ve got a range of tuition fees to show you and solutions to help you.
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How to save tax as a couple
June 21, 2019 • Tax Planning
Interested in strategies to pay less tax every year? Three couples illustrate effective ways to save tax by splitting income in working years, in a business and while retired.
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Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
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