May 28th, 2021
Assante Wealth Management Achieves Top Ranking in J.D. Power 2021 Canada Full-Service Investor Satisfaction Study
Assante also ranks first in trust among full-service investment firms. Read the full press release…
May 20th, 2021
Support During COVID-19: The Importance of Proactivity & Tailored Solutions
Since March 2020 we have observed a full spectrum of good to bad, in the financial sector. As you can imagine, the forward-thinking support we have offered to the gamut of individuals who comprise our clientele has not been “cookie cutter” by any means – and the solutions are not “one size fits all…”
May 11th, 2021
The Global Economic Recovery is Continuing at a Fast Pace
Tax season is now behind us, the garden centres are opening, and there are good reasons to be optimistic about the coming months…
May 5th, 2021
The Value of Personal Connections During COVID-19: Knowing the People Behind the Numbers
At Spire Advisors, the deep personal connections we develop with our clients are extremely important for building trust – and these connections also help us gather the detailed information we need, in order to serve their best interests…
April 28th, 2021
The Pandemic and the Piggy Bank
Just over 12 months ago, provinces and territories responded to the COVID-19 pandemic by declaring states of emergency. Restrictions and lockdowns have affected Canadians in different ways, and one of the starkest differences involves saving...
April 23th, 2021
When Should You Start CPP/QPP and OAS Benefits?
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 offer vastly different opinions…
April 6th, 2021
How Can I Improve My Credit Score?
If you feel that your credit score has room for improvement, here are some useful tips…
March 25th, 2021
How Do You Invest My Money?
As financial planners, our value often lies in planning and behavioural coaching. Here are six key actions we incorporate into the process of helping you with your investments…
March 19th, 2021
RRSP vs. TFSA: Did you ever have to make up your mind?
If you make your maximum allowable contributions each year to your Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA), you won’t face the often difficult RRSP versus TFSA decision. But many families have one or more members who must decide which vehicle is best for their available investment dollars…
March 12th, 2021
Retirement Plans Changing? Evaluate and Pivot.
It’s always helpful to have a retirement date in mind and imagine how you want to spend your retirement years. But there can be turns in the road…