How Investors Handle Crisis: Remain Calm. Stay the Course.

It’s important to keep in mind that headlines are very biased. They’re made to grab your attention by highlighting only the most negative aspects of any situation; and COVID-19 was no different. As advisors, we need to understand what's really happening and keep our clients' money safe…

Ways to Use a TFSA in Retirement

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 of needs unique to retirement…

Maintaining Client Relationships During COVID-19: Consistent Connection is Paramount

At Spire Advisors, we don’t let COVID-19 (or anything else for that matter), get in the way of how we care for our clients.

As we often say, to us, it’s the people behind the figures who matter most. In other words, while so many other financial institutions make it about “the transaction,” we focus on the “client relationship”…

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…

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…”

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…

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…

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...

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…

How Can I Improve My Credit Score?

If you feel that your credit score has room for improvement, here are some useful tips…