ARDAL@ASSANTE.COM

JBALDWIN@ASSANTE.COM

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

Events

CLIENT EDUCATION EVENTS:

         

        Retirement Income Planning Event -

        Plan Now for a Tax Efficient Income that Lasts

          October 11, 2018 - click here for details

         Client Education Event -

Next event coming November 2018 - details coming soon!

Financial Planning for Women & Wine Tasting -

Next event Fall 2018 - 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.

Business Owner & Self Employed Professional Luncheon Series:

 

          Business Owners & Self Employed Professional Luncheon Series:

         List of past sessions

             

       Next session:

Wednesday, September 19th, 2018 - Proposed Private Corporation Tax Changes - Where are we now?

click here for invite

 

News & Information

 

Weekly Commentary - The Playbook....

September 2018

September 3, 2018

September 10, 2018

September 17, 2018

August 2018

August 6, 2018

August 13, 2018

August 20, 2018

August 27, 2018

July 2018

July 2, 2018

July 9, 2018              

July 16, 2018

July 23, 2018

July 30, 2018

Market Commentaries

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

Portfolio Construction - August 2017 - The Art of Business Cycle Analysis

Portfolio Construciton - July 2017 Why do stock markets fluctuate so much?

Portfolio Construction - June 2017 Getting more active: The Evolution of Investing

Portfolio Construction - May 2017 Surprises are part of life - Be Prepared

The Big Picture - May 2017 - Household Debt

Portfolio Construction -April 2017 - Different Date can Tell Different Stories

Portfolio Construction - March 2017 - The celebrity effect continues in Trump's favor

The Big Picture - March 2017 - Oil's Comeback

Portfolio Construction - February 2017 - Don't count America out just yet

 

 

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