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Category Archives: 2014 4th quarter newsletter

Call the Experts-Getting in Front of an Issue

25 Nov

Before becoming a Financial Advisor for entrepreneurs, I owned, operated and eventually sold two language schools in the GTA. Like all small business owners, I had to make the best use of my financial resources. At the same time I … Read More »

2014 4th quarter newsletter, Newsletters

Breaches of the Human Rights Code and Employers

25 Nov

Employers Must be Mindful of Unintentional Breaches of the Human Rights Code Employers need to be aware of the impact of the Ontario Human Rights Code (the “Code”) when dealing with their employees, customers, and members of the public. While … Read More »

2014 4th quarter newsletter, Newsletters

Creating Prosperity from the Inside Out

25 Nov

When you think about your financial picture, are you satisfied? Would you like to have more money to spend each month, or to invest, or give away? Whether you are satisfied or not, the amount you have is a reflection … Read More »

2014 4th quarter newsletter, Newsletters

Investment and Insurance Advice

25 Nov

Investment Advice Today you are working but you can see that retirement is not too far away. Let’s forecast your income and expenses in retirement to ensure that you don’t run out of money. You will need sufficient assets and … Read More »

2014 4th quarter newsletter, Newsletters

Certified Cash Flow Specialist

As a Certified Cash Flow Specialist™, I provide clients in the GTA with strategies to manage their cash flow to create wealth at all stages of their lives. My clients are smart people who make good money yet are concerned about accumulating debt. They want to get more life out of the money they already have so that they and their families have a solid plan for a prosperous future.

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Recent Posts

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  • 2014 4th quarter newsletter
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  • Entrepreneur Investment Strategy
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Privacy Policy® The Assante symbol and Assante Wealth Management are registered trademarks of CI Investments Inc., used under licence. Assante Capital Management Ltd. Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and is registered with the Investment Industry Regulatory Organization of Canada. For important legal and regulatory disclosures visit Assante's legal page.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.
This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see me for individual financial advice based on your personal circumstances.
The opinions expressed are those of the author and not necessarily those of Assante Capital Management Ltd.

The Assante website has excellent Tools and Solutions you can use as a starting point for your own financial planning calculations on savings and investments, taxes, retirement planning, etc.

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