Serving Burlington, Oakville & Surrounding Areas
Key Items: Resource: Tax-Free Savings Account Guide for Individuals TFSA Summary A Tax-Free Savings Account (TFSA) is a type of savings account that has
Below I have sorted the thirty-two blog posts I wrote last year by topic of interest to make the content easier to find. Some of
A common question people have when we initially meet is, “How do you develop an investment portfolio?” Many people have a basic understanding of the
Many people are familiar with mutual funds as an investment but are not as familiar with segregated funds. Segregated funds are investment funds (like mutual
The Bank of Canada has raised its policy rate over 2022, and it is currently 3.75%. Prior to the interest rate increases this year, there were
The end of the year is a great time to take a quick review of your personal finances to determine if you have any action
Key Items: Resource: Tax-Free Savings Account Guide for Individuals TFSA Summary A Tax-Free Savings Account (TFSA) is a type of savings account that has …
Below I have sorted the thirty-two blog posts I wrote last year by topic of interest to make the content easier to find. Some of …
A common question people have when we initially meet is, “How do you develop an investment portfolio?” Many people have a basic understanding of the …
Many people are familiar with mutual funds as an investment but are not as familiar with segregated funds. Segregated funds are investment funds (like mutual …
The Bank of Canada has raised its policy rate over 2022, and it is currently 3.75%. Prior to the interest rate increases this year, there were …
The end of the year is a great time to take a quick review of your personal finances to determine if you have any action …
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Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
905-332-5503 jlumsden@assante.com
1100 Walkers Line
Suite 204
Burlington, Ontario
L7N 2G3
