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Tag Archives: financial advisor

Managing your money during COVID-19

14 Apr

The age of wisdom, the age of foolishness? 👉🏼 If you read A Tale of Two Cities in high school, you may remember the famous opening lines from Charles Dickens’ seminal novel on the French Revolution: “It was the best … Read More »

Newsletters covid19, financial advice, financial advisor, managing your money

Five Holiday Spending Tips

23 Nov

Black Friday kicks off the holiday shopping season  â€“ Five Holiday Spending Tips … and a gift to yourself 🎶 It’s the most wonderful time of the year.🎶 The holiday season seems to start earlier and earlier each year.  Just … Read More »

Newsletters financial advice, financial advisor, financial literacy, FinancialLiteracyMonth, FLM2019, holiday spending, holiday spending tips

The Headlines And Your Personal Financial Goals

25 Oct

How important are headlines to achieving your personal financial goals? For most of 2019, we have seen and read numerous headlines about events shaping our current world – everything from protests in Hong Kong, Brexit and fires in the Amazon, … Read More »

News and Events achieving financial goals, financial advice, financial advisor, financial planning, long-term financial goals, personal financial goals

VOLATILITY IN THE STOCK MARKET

4 Sep

WHAT DO THE C.N.E., THE STOCK MARKET AND YOUR BUSINESS PLAN HAVE IN COMMON? Volatility in the stock market can look and feel like a midway ride at the “Ex”, especially when we are bombarded with words like TRADE WAR, … Read More »

Newsletters achieving financial goals, become financially healthy, financial advise, financial advisor, financial challenges, financial planning, financial volatility, stock market

Spousal RSP’s have advantages worth considering

12 Apr

To split or not to split – Spousal RSPs have advantages worth considering If you are single, the tax system offers you limited ways to lower your income. You can contribute to an RRSP for a possible tax refund; you … Read More »

Newsletters financial advisor, income splitting, RRSP, RSPs, Spousal RRSP, Spousal RSPs, tax free savings account, tax refunds

Celebrating and “Be Well Advised”

10 Jan

Last September marked my four-year anniversary as a Financial Advisor at Assante Capital Management Ltd. “Be well advised” is the Assante promise to our clients. In the spirit of that promise and to celebrate hard-working Canadians, I want to highlight some of my … Read More »

Newsletters Be well advised, financial advisor, Financial Advisor at Assante Capital Management Ltd.

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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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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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