Assante Private Client is helping clients fulfill their gift planning wishes while being tax efficient.

Assante’s client service and relationship management help garner three Wealth Professional Award nominations which recognize standards of excellence.

If your will planning involves a testamentary trust for one or more of your beneficiaries, you will need to select appropriate trustees.

When retirement arrives, your investment planning objectives change. However, there is no single solution that suits everyone. Here are three illustrations that show how each retiree may take a different approach in retirement income planning.

You are never too old, too young, too wealthy or too poor to engage in financial planning. Here’s why financial planning is important.

On March 19, 2019, federal Financial Minister Bill Morneau tabled the Liberal government's highly anticipated federal budget - here's everything you need to know.

If you ever lose the ability to manage your financial affairs, someone must take over. Learn why there’s no advantage, only risks, when you put off getting a power of attorney.

The value of your estate assets could be eroded by tens or hundreds of thousands of dollars in tax. But there’s a life insurance solution that protects an estate’s value – and the children’s inheritance.

So many people are working past 65 that unretirement is often called the new normal. We’ve got a summary of the financial planning matters to consider when earning income in traditional retirement years.

Have you noticed we’re getting fewer tax breaks? The next best way to come out ahead is to pay the tax later. Find out why tax deferral works and learn about some key methods available.