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Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
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Investing in the home stretch
June 23, 2021 • Retirement Planning
When retirement approaches, you want to play it safe and protect your nest egg. But you also need to support a retirement that will last decades. We’ve got ways to solve this dilemma.
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Ways to use a TFSA in retirement
March 15, 2021 • Investment Planning, Retirement Planning
During income-earning years, a Tax-Free Savings Account (TFSA) can be used to fund numerous expenses – a child’s education, family trips, a wedding, just about anything. Once you retire, you’ll discover that a TFSA is just as versatile, helping you to meet a variety
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When should you start CPP/QPP and OAS benefits?
March 15, 2021 • Retirement Planning
Start government benefits sooner and you collect a smaller monthly benefit, but right away and for a longer time. Delay the start and you receive a larger monthly benefit, but must bridge the waiting period with other resources.
Knowing when to start isn’t always easy, and even many financial experts
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Strategies and tips to boost your RRSP
December 18, 2020 • Retirement Planning
Wouldn’t you like to get the most from your Registered Retirement Savings Plan (RRSP)? You’ll be ahead if even one tip applies to you or a family member, now or down the road.
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Retirement plans changing? Evaluate and pivot
December 18, 2020 • Retirement Planning
There are countless situations and life events that could make you alter your retirement plans. But there are four ways to react to those changes and fulfill your retirement dreams.
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How to minimize tax on retirement income
September 16, 2020 • Retirement Planning
It’s something you don’t often realize until you retire, but tax becomes one of your biggest expenses in retirement. We’ve got a few strategies that can help you trim your tax bill.
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When to make a move to safety
June 18, 2020 • Retirement Planning
There’s a right time and a wrong time to make your portfolio more conservative. Find out how the right move at the right time keeps you on track to reach your investment objectives.
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Can you retire earlier?
June 18, 2020 • Retirement Planning
You don’t have to win the lottery. Find out the more common reasons why some people may consider retiring earlier than planned.
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What’s your retirement personality?
March 26, 2020 • Retirement Planning
Imagining that you’re travelling the world or opening a charming bed and breakfast might sound like a wonderful daydream. Find out why it’s also a practical retirement planning exercise.
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When should you open a RRIF?
March 26, 2020 • Retirement Planning
It’s all about the tax. Find out why opening a Registered Retirement Income Fund (RRIF) either during your 60s or at age 71 can provide a tax break now or save tax over the long term.
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© 2021 CI Assante Wealth Management
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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