Ferguson Financial Planning of Assante Capital Management Ltd.
350 Burnhamthorpe Road West, Suite 218 L5B3J1 Mississauga, ON, Canada

Have extra cash sitting in your bank account doing nothing?

Fraud is one of the most widespread crimes against seniors in Canada. These are three common scams you should be aware of.

Have you been putting off updating or creating your Will and Powers of Attorney? Join our team for a webinar on Wednesday November 25th at 10am EST as we review what can go wrong when there is no Will or updated Will and what can be done to correct it. Click Below to Register in Advance... https://zoom.us//r/9516046835472/WN_zk2XWFgxRzScUlk-40Lp8A

Managing COVID-19 has challenged our economy. And when markets are volatile, having peace of mind can also be challenging. Find out how you can take control of your wealth plan.

Red, split, or blue - three potential outcomes of the next U.S. election, and what they could mean for markets and the economy.

4 things to consider before and after signing that dotted line. https://bit.ly/3ec57rM

Contact our team if you have not yet discussed a strategy to generate income in a tax efficient and effective way during your retirement.

Did you know that RESP withdrawals can be taxable? In this article, we review the tax implications of RESP withdrawals and how to help mitigate them. https://www.assante.com//invest/tax-smart-resp-withdrawals

TFSA limit for 2020 remains $6,000, for a total of $69,500 for someone who has been eligible since 2009 and have not made any contributions since its introduction.

It's RRSP Season! The deadline is Monday, March 2nd, 2020.

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#FinancialLiteracy Month has arrived! This year’s theme is "Take charge of your finances." Join the conversation, share your #MoneyTips, and don’t forget to use #FLM2019! http://ow.ly/xk4B50wVCsy #November

One of the best places to learn about money is at home. Take advantage of daily activities to give your kids lessons about money. http://ow.ly/glD850x1Bl9 #FLM2019

Assante Newsletter - September 2019

When managing your financial life has become a juggling act, you don’t have to be alone -- a financial advisor can help. https://www.assante.com//how-manage-your-financial-life-wh

Are you unsure about what the different terms and acronyms used in connection with retirement plans mean?

While it isn’t always easy to talk about, having a solid Estate Plan in place and informing your children or Executors of it can reduce taxes payable upon your death and also make it easier for those handling your Estate after you pass. If you have any questions about your Estate Plan or would like to make your Executors aware of this plan, contact us today as we can help guide the discussion with you and your Executors. https://www.moneysense.ca//elderly-parents-estate-planning/

Thank you to everyone who came out for our ‘Women’s Financial Education Event’ on March 28th. The evening provided a great opportunity to learn more about financial accounts and investing all amongst the company of other great women.

Ladies, we invite you to attend our ‘Financial Education for Women’ Event that our team member Jacqueline Ozdemir is hosting the evening of March 28th in Etobicoke. This a great opportunity to learn about different types of investment accounts, tax planning strategies and how to take charge of YOUR finances! If you are interested in attending or would like more information, just click on the picture below for additional details or to register. https://www.eventbrite.ca/e/financial-education-for-women-t

This is why we’re here. From starting a business, to retirement planning and major life transitions, we’re here for every step of the way. Contact us today and see how our team can help you achieve your goals. https://www.youtube.com/watch?v=eo6WMxm991k

This is why we’re here. Excited to share our new TV ads sharing real stories from Assante clients about how their advisors and Assante team have been there for them through all of life’s challenges. Interested in how our team can help you with your financial needs? Contact us today. https://www.youtube.com/watch?v=pe3rnCIfDyw

Don’t forget to make your 2018 RRSP Contribution. The deadline is Friday March 1, 2019 in order to have it count towards your 2018 Tax Return.

The annual Tax Free Savings Account contribution limit is increasing to $6,000 in 2019. This is up from $5,500 in 2018. If you don't already have a TFSA or are unsure if you are taking advantage of the total tax savings available to you, come in and speak with us.

How much should you help your children? While there is no definitive answer on how much you should help your children financially, here are some suggestions on how you can support your children and help them learn valuable life skills about money... https://www.assante.com//how-much-should-you-help-your-chi

Things to consider when making loans, gifts and advances to children. https://www.assante.com//things-consider-when-making-loans

On Thursday June 21st our team participated in the annual Bike For Tykes relay spin-a-thon, a fundraiser in support of cancer research at Sick Kids Hospital. We had a blast, all while getting a good workout and supporting a great cause!

With three interest rate hikes in the past 11 months and another one potentially on the way, now is a better time than ever to ensure you get the best rate possible when renewing your mortgage. https://www.thestar.com//mortgage-up-for-renewal-read-this

You know you need a Will. So why are you procrastinating? Here are a few things that may be stopping you https://www.theglobeandmail.com//article-you-know-you-nee/

Trying to decide between whether to invest in a RRSP or TFSA doesn't have to be complicated. Remember to consider the following when making the decision:

Last Thursday we hosted our first "Financial Education for Women Event" at the Boulevard Club in Toronto. It was a great evening, filled with lots of good discussion around investing and wealth planning. Thank you to everyone who came out.