Dean Taylor, Financial Advisor
16 Huron Street, Unit 1 L9Y 1C4 Collingwood, ON, Canada

Couldn’t attend our most recent webcast? A playback is now available for you to hear from Roberto Katigbak on mitigating volatility and enhancing returns in the current low-interest environment. Thank you to Damon Sutherland and Roberto for providing their timely insights. Listen to the playback: www.assante.com/wealth-matters#market-updates #BeWellAdvised #WealthMatters

Reducing the Old Age Security clawback means reducing your net income. This can involve a variety of techniques that your advisor can plan for here are four to consider. #retirementplanning https://www.assante.com//plan-now-to-minimize-oas-clawback

Have you thought about including charitable giving as part of your financial plan? Here’s what you need to know.

As the global pandemic and tensions around racial and economic inequality persist, Americans are heading to the polls to determine their leader for the next four years. CI Multi-Asset Management analyzes three different outcomes for the November U.S. presidential election and their potential implications on the markets and economy. https://www.assante.com/advi/dtaylor/red-split-or-blue.html