Emily Rae, CFP
CERTIFIED FINANCIAL PLANNER
For more than 25 years, I have been helping individuals and families achieve their financial and life goals. I am committed to excellence in client care, with a comprehensive approach to investing and a focus on the retirement and pre-retirement client. Working with a team of specialists, I deliver high-quality advice and Integrated Wealth Management solutions that simplify and enhance the lives of my clients.
I am proud to represent Assante Capital Management Ltd. and bring to my client relationships many years of experience with one of Canada's leading chartered banks, as well as other financial services companies. I am a CERTIFIED FINANCIAL PLANNER professional, recognized internationally as the top professional accreditation, and have also completed many other industry courses.
Short-Term Pain, Long-Term Gain
Nov 28, 2022
Recent Consumer Price Index data suggests a more optimistic 2023, but only after weathering a tough winter....Read more
Fighting Inflation with Crucial Rate Conditions
Nov 01, 2022
Curious to know why aggressive rate hikes haven’t lowered inflation? Discover the impact of marginal cooling and how three crucial rate conditions will help to fight inflation in the upcoming months....Read more
Mark-to-Market Isn’t Giving You the Complete Picture
Sep 30, 2022
What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method....Read more
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