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Tag Archives: cash flow planning

Manulife One ads – Are they Netflix shorts or banking commercials?

27 Feb

Cash Flow and a Mortgage That Gives You More   Have you seen the TV ads for the Manulife one account? They are a little creepy but they sure deliver the message that Manulife does mortgages differently. I sometimes recommend this innovative … Read More »

Newsletters all-in-one mortgage, cash flow, cash flow management, cash flow plan, cash flow planning, line of credit, Manulife One Mortgages, mortgages

Tax Free Savings Accounts

20 Oct

Should the Tax Free Savings Account be renamed? Explaining the TFSA is a conversation I often have with clients and prospective clients. The TFSA is one of the most misunderstood investment plans and I believe it is because the name is … Read More »

Certified Cash Flow Specialist, Newsletters cash flow management, cash flow plan, cash flow planning, tax free, tax free savings account, tax free savings plan, TFSA

WASTE NOT, WANT NOT – RECYCLING AND PERSONAL FINANCE

16 Feb

There are lots of old adages that apply to personal finance: “A penny saved is a penny earned; don’t take any wooden nickels; don’t put all your eggs in one basket”, etc.  One of my favorites is “Waste not, want … Read More »

Certified Cash Flow Specialist, Newsletters cash flow planning, personal finance, recycle insurance premiums, reduce taxes, reuse borrowed money

Certified Cash Flow Specialist|Cash Flow planning

28 Jan

Certified Cash Flow Specialist for Tumultuous Times Why do you need a Certified Cash Flow Specialist for these tumultuous times?  Since last fall, the market has been pulling back – 1,000 points since January 1, 2016 until today (January 28).  … Read More »

Certified Cash Flow Specialist, Family Financial Series cash flow plan, cash flow planning, Certified Cash Flow Specialist

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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