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:

 

 

Client Education Event - November 29th, 2017 -

Your Retirement Success Equation - TICKETS are needed for this event!   So RSVP to get yours before November 22nd!!

Whether you are planning for retirement, recently retired or have been retired for a number of years, there are common concerns that creep into the retirement equation that can erode confidence and peace of mind.  Join us for this informative presentation which will provide ideas to help you navigate through all stages of retirement.  We will also learn more about cardiac arrest, and new strategies used to maintain cognitive function. 

Click here for invitation

 

 

 

Financial Planning for Women & Wine Tasting -

details  for our February 2018 event coming soon

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 own 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:

Mark your calendars for our first session of 2018 - January 25th!  The Whole Story on Whole Life - invitation coming soon!

 

 

News & Information

 

Weekly Commentary - The Playbook....

November 2017

November 6, 2017

November 13, 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

July 2017

July 3, 2017

July 10, 2017

July 17, 2017

July 24, 2017

June 2017

June 5, 2017

June 12, 2017

June 19, 2017

June 26, 2017

Market Commentaries

 

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

Portfolio Construction - December 2016 - Investing based on reality, not hope

The Big Picture - November 2016 - New Highs for New York

Portfolio Construction - November - Trump you are hired

Portfolio Construction September - Are fixed income investments really out of favor?

Portfolio Construction - Expect more currency volatility

Portfolio Construction - Staying humble and unbiased

Wealth Matters - Outlook & Positioning of United Cdn Equity Growth Pool, Retirement and Income Strategies for Business Owners - August 2016

Market Commentary - June 30th, 2016

 

 

 

 

 

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