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Category Archives: Entrepreneur Investment Strategy

Canadian Women and Investing

1 Aug

Sometime next year, we will see the face of a Canadian woman on our $10 bill for the very first time. Viola Desmond, a black entrepreneur from Nova Scotia is the first woman besides the Queen to be featured on … Read More »

Entrepreneur Investment Strategy, News and Events, Newsletters canadian women investing, financial advice for women, retirement planning for women, viola davis, women entrepreneurs, women investing, women saving for retirement

Crucial conversations for entrepreneurs and investors:#6 Conversations with your accountant

24 Mar

Crucial conversations with your accountant Spring and tax season are coming – are you prepared? As a Canadian, there are a couple of things I don’t like about winter – especially the cold weather, and the short days. As I … Read More »

Entrepreneur Investment Strategy

Crucial conversations for entrepreneurs and investors:#5 Follow up

10 Mar

Crucial conversations for entrepreneurs and investors:#5 The “F” Word Follow up and follow up again – it’s what effective leaders (and financial advisors) do When I was relatively new to managing people, I often wished I could give a task … Read More »

Entrepreneur Investment Strategy

Crucial conversations for entrepreneurs and investors:#4 Managing Growth

24 Feb

Crucial conversations on managing growth Isn’t it wonderful to experience the excitement of a growth spurt? However, a boatload of new customers that adore your products usually means that you have to ramp up production. And, when your company was … Read More »

Entrepreneur Investment Strategy

Crucial conversations for entrepreneurs and investors:#3 Customer Service

10 Feb

Crucial conversations on the gold standard in customer service Attitude is a little thing that makes a big difference. Winston Churchill I recently met with the CEO of a tour company who believed one of her employees was ignoring customer … Read More »

Entrepreneur Investment Strategy

Crucial conversations for entrepreneurs and investors:#2 Termination

21 Jan

Crucial conversations on performance and termination Business Before becoming a Financial Advisor for entrepreneurs in Toronto, I owned, operated and eventually sold two language schools. A language school is a service, and the staff and teachers were 80% of what … Read More »

Entrepreneur Investment Strategy

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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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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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