Assante Team

Helping our clients
gain financial confidence


Revised Rules on Income Sprinkling

Wealth Planning | Dec 19, 2017

On December 13, 2017, Canada’s Minister of Finance, Bill Morneau, announced revised tax measures related to “income sprinkling” by business owners and their families. The new rules will take effect on January 1, 2018. Alongside Minister Morneau’s announcement, the Canada Revenue Agency (CRA) released guidance on the proposed tax measures….

Investing at All-Time Highs in a Trumpty Dumpty World

Webcasts | Nov 15, 2017

Every year, we host our annual State of the Markets Seminar Series. This is an intimate event is intended to provide an informative discussion, highlighting our current market outlook and expectations for major economies around the globe. In this webcast version of the presentation, Steve and I discuss: How financial news doesn’t…

Highlights from the 2017 British Columbia Budget

Wealth Planning | Sep 11, 2017

Finance Minister Carole James tabled the first budget of the new British Columbia provincial government on September 11, 2017. This updates the outgoing government’s provincial budget from February 21, 2017, which was not fully implemented due to the election and the change of government. The minister projects a balanced budget…

CCPC’s – Stay Tuned…

Wealth Planning | Jul 19, 2017

On Tuesday, Finance finally released the highly anticipated “Tax Planning Using Private Corporations” discussion paper. The proposed tax measures announced are complex and were far more broad reaching than anticipated. It can also be said that many stakeholders – tax accountant and legal professionals, business owner organizations, and professional bodies…