Within your investment profile, there are a number of available investment vehicles. We can help you choose the products that are best suited to your objectives, risk tolerance and time horizons. Under the Financial Services tab, visit Our Process to learn how we maximize your returns.
An RRSP is a savings plan that is registered with the Canadian federal government. It allows you to accumulate your earnings and save for your retirement on a tax-sheltered basis. The annual amount you can contribute is dependent on your income, and it is tax deductible. If you are under the age of 72 and earning an income, contact us about opening an RRSP today.
HOW TO MAKE AN ONLINE RRSP CONTRIBUTION:
1. Set up Assante Capital Management Ltd. as a "Payee" on your online banking sytem. 2. Input your Assante RRSP account number as the "Payee Account." 3. Pay Assante like you would any other bill.
You can receive an RRSP contribution receipt right away if you sign up for Investor Online here. Contact us for your username and password.
Please note, online RRSP contributions are only applicable to your Assante (nominee) account; they do not apply to (client name) accounts held directly at a mutual find company. Please contact us directly to make a contribution to your client name account.
An RESP is a registered, tax-sheltered savings plan that can help you save for your children's post-secondary education. By contributing to an RESP, you may qualify for a Canadian Education Savings Grant (conditions apply). Additional incentives are available for lower income families. Contact us today to start saving for your children's education.
A TFSA is a registered, general-purpose savings plan. Investment income earned in a TFSA is tax-free, and any unused contribution room carries over to the following year. If you are over 18 years old, contact us to open your own TFSA.s
At Assante, we simplify your life by meeting all of your wealth management needs in one place.
You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice.
As your main source for all of your wealth needs, I can help you make the right decisions.
Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants.
As your trusted advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests.
Call me to discuss:
Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning