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 -

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.

Details for next event - Fall 2019 coming soon!

      

 Client Education Fall 2019 - details coming soon!

Business Owner & Self Employed Professional Luncheon Series:

          Business Owners & Self Employed Professional Luncheon Series:

         List of past sessions

             

       Next session:

October 3rd, 2019 -

Topic to be announced soon!

Guest Speaker - Seth Nerman

All clients are invited, and welcome to bring a friend, or colleague.

 

 

News & Information

 

 

Market Commentaries

 

Portfolio Construction - War what is it good for - June 2019

Portfolio Construction - The Power of Zeros - May 2019

Portfolio Construction - Seizing Opportunities - April 2019

Client Letter - Market Commentary - April 2019

Market Commentary - Brexit means Brexit.... but we still don't know what it means - March 2019

Portfolio Construction - The Fed is the new Macro - March 2019

Portfolio Construction - This is what it sounds like when doves cry - February 2019

Portfolio Construction - Outlook for 2019 - January 2019

Client Letter - Market Commentary - January 2019

Portfolio Construction - How did investors do in 2018 - December 2018

The Big Picture - Late-Cycle Job Market Disparity - December 2018

Portfolio Construction - Focused on Risk Management - November 2018

Signature Commentary on the US mid term election - November 2018

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

 

 

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