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:

           

Client Education & Wine Tasting Event -

Creating a Balanced Financial Life

Cash flow planning and how to access the equity in your home with Manulife One

You and a guest are invited to join us on Thursday, April 25th, 2019 to discuss goal-based cash flow planning and to learn about Manulife One from Larry Fayle of Manulife Bank.

Click here for the invitation

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.

Next event June 4, 2019 - details 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:

May 23rd, 2019 -

Exploring Charitable Legacy Using Insurance

Guest Speaker - Brad Charlton - Invitation coming soon!
All clients are invited, and welcome to bring a friend, or colleague.

 

 

News & Information

 

 

Market Commentaries

 

Client Letter - Market Commentary - April 2019

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

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

 

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