A senior couple hiking by a river during autumn, smiling and enjoying each other's company.

A family of three, a man, a woman, and a young boy, are walking along a dirt trail in a forest during autumn, holding hands and smiling.

A man and a boy hiking in a forested area by a small stream, both wearing backpacks and outdoor clothing.

A woman and a man laughing together inside a warehouse, with boxes and packing materials around them, near a large window that lets in natural light.

A family of three, wearing warm clothes and hats, holding hands and walking through a grassy, wooded area with autumn foliage.

Family of four, a man, woman, and two children, gathered together indoors near a window, smiling and enjoying each other's company.

Assante Capital Management Ltd.

Helping You Achieve Your Goals and Dreams

Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most. We believe that there are three keys to our job that help us work closely with you to develop a long-term, diversified strategy.

First, we must be direct. We work to be knowledgeable about you and your family situation. We work to understand what you want your money to do for you.

Second, we are your guide when you need us. We will help you navigate the many choices you have with your money and show you how to diversify your portfolio to maximize gains while minimizing losses.

Third, it's all about you. We want to work with you to build a personalized, long-term strategy that we follow and monitor closely, so that you can maintain your lifestyle and enjoy a comfortable retirement.

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NEWS ALERT

Will AI take over wealth planning?

AI is already making inroads into wealth planning and can be a valuable tool for advisors. For example, AI can be used to present potential outcomes of different strategies to achieve a specific financial goal. But can AI take over the advisor’s role? Here are a few reasons why AI can be a helpful aid but not a replacement for wealth planning from an advisor.

The importance of including your pets in your estate and incapacity planning

Are you a pet parent – whether to a furry friend, feathered companion or another beloved animal? No matter if your companion is a cat, dog, bird, horse or exotic animal, it is important to have a plan in place to ensure they are cared for in the event you are no longer able to do so or upon your death.

How vacation property upgrades save tax

Anyone who owns a vacation property will eventually face a tax bill when the property is sold or transferred, assuming its value has increased. You or your estate will owe tax on 50% of the capital gain, payable in the year of the sale or transfer.

Should you pay down the mortgage or invest?

It’s an age-old question. If you have surplus cash flow or receive a lump sum, such as a tax refund or annual bonus, are you better off making extra mortgage payments or investing the money?

Helping You Achieve Your Goals and Dreams

WEALTH PLANNING INSIGHTS

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