Serving Burlington, Oakville & Surrounding Areas


Smart Tax Strategies for Retirees: Take Advantage of Key Tax Credits

As a retiree, there are a few tax credits you should be aware of which may reduce your tax bill. Every dollar you save in tax means either more spending and/or preserving your wealth for you.

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Medical and Health Care Options for Retirees

While working many Canadians have medical and health insurance as an employee benefit. Their company often pays for a substantial portion of the coverage, and most often medical and health insurance expires when you retire.

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Kicking up life lessons and fun with football

Assante advisors are part of the fabric of their communities across Canada and they contribute to their local quality of life in a variety of ways.

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How to Prepare for the Next Big One.

The last event I attended prior to COVID was the Daytona 500 in February 2020.
You may be wondering how a NASCAR race relates to the topic of retirement income planning?

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Key Points for Wills and Powers of Attorney’s

Families during COVID-19 have realized that they should focus on concerns such as planning the family’s future. One of the most difficult challenges a Certified …

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Smart Tax Strategies for Retirees: Tax Efficient Income Withdrawals

One of the most important decisions a retiree must make is how to create an income and cash-flow strategy from the financial assets they have accumulated over their lifetime.

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