DBARDAL@ASSANTE.COM

JBALDWIN@ASSANTE.COM

PHONE: 204-977-8068
FAX: 204-943-1561
1345 Taylor Avenue
Winnipeg, Manitoba, R3M 3Y9

Events

CLIENT EDUCATION EVENTS:

         

        

Financial Planning for Women & Wine Tasting -

Next event January 2019 - Ladies, bring a friend or 2 to enjoy a glass of wine and learn about creating a goal oriented financial plan to help direct you on your path to financial well-being.

Client Education Event - next event coming Spring 2019

Business Owner & Self Employed Professional Luncheon Series:

 

          Business Owners & Self Employed Professional Luncheon Series:

         List of past sessions

             

       Next session:

November 22nd, 2018 - Strategies for Small Business Owners in the new Tax World

Guest Speaker - Brad Charlton

Invitation

Next Session - January 2019 - Market Update with James Sturdy

 

News & Information

 

Weekly Commentary - The Playbook....

November 2018

November 5, 2018

November 12, 2018

October 2018

October 1, 2018

October 8, 2018

October 15, 2018

October 22, 2018

October 29, 2018

September 2018

September 3, 2018

September 10, 2018

September 17, 2018

September 24, 2018

Market Commentaries

Portfolio Construction - October 2018 - Staying on the right track

Alfred Lam - Globe and Mail article

Client Letter October 2018

Signature Commentary - NAFTA to USMCA October 2018

Portfolio Construction - Factor-Based Investing September 2018

The Big Picture - All that glitters August 2018

Portfolio Construction - It's all about Trump August 2018

Portfolio Construction - Never going out of style

Client Letter July 2018 - Market Commentary

Signature Commentary - Trump and his trade Wars  July 2018

Portfolio Construction - Interest Rates are headed higher, why invest in bonds?

The Big Picture - Japan 28 years and counting

Portfolio Construction - While the short term is uncertain, long term prospects are still positive

Portfolio Construction - Turning uncertainty into opportunity - April 2018

Client Letter April 2018

Portfolio Construction - Market Volatility has returned - March 2018

Portfolio Construction - Befriending Volatility February 2018

Wealth Matters - February 2018 - CPP and OAS what to know / US Equity Commentary

The Big Picture - Volatility Returns - February 2018

CI Multi Asset Management Market Commentary 2018

CI Signature Portfolio Market Commentary - Feb 2018

Portfolio Construction - January 2018 - the importance of risk management in a late investment cycle

Client Letter January 2018

Market Commentary - 4th Quarter 2017 CI Multi Asset Management

Portfolio Construction - Dec 2017 - What lies behind the cheerful returns

The Big Picture - Nov 2017 Europe turns a corner

Portfolio Construction - Monitoring our Managers

Wealth Matters - Market update and how tax changes could impact you

Portfolio Construction - Cryptocurrencies are they a good investment

Portfolio Construction - The good and bad of currency fluctuations

Wealth Matters - Fixed income review & RRSP vs TFSA

The Big Picture - August 2017 - The Lagging Canadian Market

 

Thanks to everyone who attended the

Long Term Care Panel Discussion, May 2016

Here is the link to the resource piece

Thanks to everyone who came out to our Estate Planning School

November 2015! - Click here for the Estate Administration Checklist

Power of Attorney School - November 2014

Click the link below to connect to the Assante on Taylor Website

for access to the: Power of Attorney Podcast