Assante Team

Helping our clients
gain financial confidence

2020 BC Budget Commentary

Wealth Planning | Feb 20, 2020

Finance Minister Carole James tabled the 2020 British Columbia provincial budget on February 18, 2020. The budget projects surpluses of $227 million for the 2020-2021 fiscal year, $179 million for the 2021-2022 fiscal year and $374 million for the 2022-2023 fiscal year. The following pages are a summary of the…

Expanding the alternative investment toolkit

Expanding the Toolkit

Markets | Feb 5, 2020

Stock and bond markets have rallied significantly since 2009 when central banks cut interest rates to zero and increased the money supply through quantitative easing programs. More than 10 years later, most of this stimulus is still in place. Traditional balanced portfolios consisting of publicly traded equity and fixed income…

2019: The Year in Review

Markets | Jan 10, 2020

Welcome to a new year and a new decade. In this blog post, I would like to provide you with a brief overview of some key investment market developments over the past quarter and for 2019 as a whole, as well as some insight into the factors that may affect…

Fixed income - still a traditional hedge?

Answering Your Questions on Fixed Income

Markets | Dec 2, 2019

What are your thoughts on the fixed-income market today? The fixed-income market continues to present significant challenges for income-seeking investors. If held to maturity, negative-yielding bonds guarantee a negative return and low-yield bonds guarantee a low return. We believe a buy-and-hold strategy will not work in the current environment; investors…