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Category Archives: Women and Money Series

Successful Long Term Care Planning

31 May

“Old age is like everything else. To make a success of it, you’ve got to start young.” Fred Astaire  It’s finally spring: Mother’s Day has just passed and on June 18, it will be that special day for Fathers. If … Read More »

Certified Cash Flow Specialist, Family Financial Series, Women and Money Series financial security, long term care

Why women need a Financial Advisor to retire happily

2 Jun

Women today control more wealth than ever before yet the large majority of women do not have a Financial Advisor. Are you one of them? For some of you, it is because you are intimidated by numbers and finance, and … Read More »

Women and Money Series financial advice for women, financial advisor for women, retire happily, women and money

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

  • Clearing confusion about the Tax-Free Savings Account
  • November is Financial Literacy Month
  • Managing your money during COVID-19
  • New Year’s Resolutions To Make Now—plus what’s new in investing for 2020!
  • The 2019 Tax Year Countdown Is On!

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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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