Assante Team

Helping our clients
gain financial confidence

2019 BC Budget Commentary

Wealth Planning | Feb 20, 2019

Finance Minister Carole James tabled the 2019 British Columbia provincial budget on February 19, 2019. The budget projects surpluses of $274 million for the 2019-2020 fiscal year, $287 million for the 2020-2021 fiscal year and $585 million for the 2021-2022 fiscal year. On the income tax side, there were no…

2018: A Year in Review

Markets | Dec 18, 2018

During any extended stock market rally, a curious thing tends to occur: several close acquaintances – who aren’t professional investors – enjoy offering me their unsolicited advice on how to make money. But when markets fall, the same group often panics, demanding to know what they should do. This mixed…

Year End Tax Planning Considerations for Small Business Owners

Wealth Planning | Dec 11, 2018

As we approach the upcoming 2018-2019 tax season, we want to remind small business owners of some important tax planning considerations. The Income Sprinkling – Simplified Rules for Business Owners guide can be an effective tool to help business owners navigate the recent changes to the tax treatment of Canadian…

Sound Bites with Alfred Lam

Markets, Webcasts | Nov 7, 2018

You asked your questions, and Alfred answered!  On October 23, 2018, we had the chance to bring Alfred your top ranked questions. Alfred Lam is the Chief Investment Officer of CI Multi-Asset Management, overseeing the asset allocation of over $40 billion. His unparalleled perspective has helped guide clients through a…

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