Martin Jalbert
Mutual Funds Representative and Pl. Fin with Assante Financial Management Ltd.
Insurance Advisor with Assante Estate and Insurance Services Inc.
Daniel Courtemanche
Mutual Funds Representative with Assante Financial Management Ltd.
Insurance Advisor with Assante Estate and Insurance Services Inc.
Recent Posts
Charitable giving through a private foundation
May 15, 2025
A private foundation provides flexibility, control and the opportunity for a lasting legacy....
Read moreTariff Troubles Continue
Apr 29, 2025
President Trump’s tariff surprise rattled markets—then a 90-day pause brought a partial rebound. Find out what triggered the volatility and what could happen next....
Read moreEnjoy more income in retirement by minimizing the OAS clawback
Apr 28, 2025
Smart planning can help you reduce or avoid the OAS clawback. From income splitting to managing minimum RRIF withdrawals, explore strategies to keep more of your benefits....
Read more