Humphries Wealth Group of Assante Capital Management Ltd.
1345 Taylor Avenue R3M3Y9 Winnipeg, MB, Canada

An investment policy statement (IPS) is your investing roadmap. It’s a document outlining your financial goals and strategies, with guidelines for achieving them. How do you build one?... What does it look like? This video addresses this and more. For a sample IPS mentionned can be found on our webpage: https://www.humphrieswealthgroup.com/investment-solutions

If your income has been reduced due to the pandemic this year, postponing your claim to next year or any year in the future when your income is higher will likely result in bigger tax savings. Learn more:

Retirement is not something you want to do twice. Download this free checklist

Do you know your portfolio asset mix? Different types of investments will respond differently to the markets, reinforcing the importance of a multi-level diversification strategy. A balanced asset mix ensures that investors are not dependent on any one asset class or security type to provide returns.... This video drills down into the risk and return characteristics of an investment portfolio comprised of 40% Capital Preservation Assets and 60% invested in Equity/Stock market investments.