Assante Financial Management Ltd.
1205 Pembroke Street East K8A 7R6 Pembroke, ON, Canada

Never forget, we always remember.

Communicating about money is essential to your children's understanding of it. When you share financial information, your children can learn a lot about the financial world. Tell them about your mortgage payments, explaining the concept of principal and interest. Show them the water bill and tell them water’s not free.

3 mental blocks that keep you from achieving your goals. Outsmart your own brain.

Democratic control of the House, Senate and the Presidency feature a progressive agenda of more taxes and spending. The winners in this case are construction materials, renewable energy and non-luxury retailers. Source: Bloomberg Finance L.P. and CI Multi-Asset Management as at October 9, 2020.

This is Sam. Sam is the face who will greet you as you enter our branch, she is our administrative assistant with the best smile!

Great Recession lessons: 6 personal finance takeaways. Here are valuable lessons that might help you manage your finances during the coronavirus-related recession.

So much can change between the time your estate plan and related documents are prepared and when they take effect. That’s why it’s important for your estate plan to include back-up plans. What is your back-up plan?

This is one task everyone in their 50s should consider before it’s too late You may be doing yourself and your family a favor

Now’s the time to discuss your estate with your family, to prevent future troubles among heirs. You should review your choice of executor and determine whether you wish to establish a trust many people wait until retirement, but opportunities may be missed.

While our celebrations may be different this year, this long weekend is still the perfect time to reflect on all that we are thankful for. Happy Thanksgiving from Assante Wealth Management!

The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. Although these difficult times present unique challenges for the execution of estate documents, rest assured that it is possible to move forward with estate planning without delay.

What should you do with cash saved during the pandemic? Experts weigh in Some families have been able to save money thanks to working from home, but the question remains what should you do with your savings?

The million dollar question: Can you retire earlier?

Your end goal isn't always that far away, but there will be a journey to get there. What are your estate planning goals, and how will you make it your reality?

Meet our branch owner, Mark Wheaton! Mark is the leader of our team, and the senior financial advisor and senior estate planning consultant. Mark has a passion for helping people achieve financial comfort and he can always offer valuable insight.

When should you review your estate plan? Whenever any new situation arises that may enforce an update such as: change in appointed individuals, change in marital/family status, developments in your financial life, changing distribution of assets.

RESPs remain the foundation of education funding. Your contributions grow tax-deferred and you can contribute up to $50,000 for each child. You also receive the Canada Education Savings Grant (CESG), paid directly into the RESP.