Boris Aaron Guzman - Assante Wealth Management

07/05/2021

Estate planning changes in Ontario. Here's what you need to know.

Virtual signing and remote witnessing are now permanent options for clients and lawyers creating wills and powers of attorney in Ontario. Here’s how these and other changes might affect your estate plans.

07/02/2021

The perils of passing down the family cottage

Financial and familial issues of cottage succession come alongside the largest wealth transfer in history

06/30/2021

For most people, investing changes as retirement approaches, due to your risk tolerance, net worth or desired retirement lifestyle, to name a few. We’ll work with you to develop customized wealth protection and growth strategies that meet your personal investment needs during the home stretch.

When retirement approaches, you want to play it safe and protect your nest egg. But you also need to support a retirement that will last decades. We’ve got ways to solve this dilemma.

06/29/2021

Home Economics: How to shield your finances from inflation; Should you rent or buy?

Are you on the fence on whether you should rent or settle down and buy a home?

06/28/2021

A cottage succession plan is more important than you think

I want to sleep at night knowing the kids have a blueprint for sharing the retreat

06/25/2021

What home buyers should know about the Canadian mortgage stress test

The borrowing guidelines for mortgages are changing as of June 1, 2021. Here’s how the new mortgage stress test rules will affect you.

06/24/2021

The tech bubble, the global financial crisis and COVID-19 – each of these market events have had significant impacts on investor behaviour. But as our multi-asset management team explains, active management and a sound financial plan are still the best ways to keep your investments on track.

Investor behaviour today is very different than twenty years ago. We look at three significant market events to explain why.

06/23/2021

How wind and solar power got the best of the pandemic

Renewables were the only growth sector in all of energy during 2020 

06/22/2021

Assante Wealth Management achieves top ranking in J.D. Power 2021 Canada Full-Service Investor Satisfaction study

TORONTO (May 27, 2021) – Assante Wealth Management (“Assante”) announces that it has been ranked highest in overall investor satisfaction with full-service investment firms in the J.D. Power 2021 Canada Full-Service Investor Satisfaction Study, including ranking first in trust.

04/19/2021

Many see a TFSA as a tool to save before retirement. But did you know a TFSA can be just as useful after your income-earning years?

Assante advisors simplify the complex elements of wealth, providing you with complete financial advice to meet your life goals. Be well-advised.

04/16/2021

Find out why some retirees choose to begin government benefits early or after age 65. Then see if you lean towards any one of these options.