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:

 

Financial Planning for Women & Wine Tasting -

February 20th, 2018 - click here for invite

Bring a friend or two and join us for a fun and educational evening at which we look at how far women have come, and why understanding your own personal situation is important. We will provide the steps to make sure you are on your own 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:

January 24th, 2018 -   The Whole Story on Whole Life - click here for invite

 

News & Information

 

Weekly Commentary - The Playbook....

January 2018

January 8, 2018

January 15, 2018

 

December 2017

December 4, 2017

December 11, 2017

December 18, 2017

November 2017

November 6, 2017

November 13, 2017

November 20, 2017

November 27, 2017

October 2017

October 2, 2017

October 9, 2017

October 16, 2017

October 23, 2017

October 30, 2017

September 2017

September 4, 2017

September 11, 2017

September 18, 2017

September 25, 2017

August 2017

August 7, 2017

August 14, 2017

August 21, 2017

August 28, 2017

Market Commentaries

 

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

CI Portfolio Manager Outlook - The year ahead what to expect for 2017

Portfolio Construction - January 2017 - Uncertainity remains the theme for 2017

Client Letter January 2017

 

 

 

 

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