Financial Advice, Articles and More2021-03-19T15:34:39-04:00

What Will a Good Investment Advisor Do for Me?

What Will a Good Investment Advisor Do for Me? In this day and age, it is difficult to be a “jack of all trades“ when it comes to managing one's own finances. For starters, they don't teach high school and college students how to properly manage their money. That is a shame considering each individual's financial stability and future [...]

Has COVID Forced You To Put Your Savings and Retirement Plans on Hold?

Has COVID Forced You To Put Your Savings and Retirement Plans on Hold? COVID-19 has had an impact on our daily lives. It has affected us all differently. The effect of COVID-19 has been more intensely felt by those saving or planning for retirement. The pandemic has forced many to unfortunately put their retirement plans on hold. Worse, others [...]

Covid financial advice – Canadian government benefits available to individuals & businesses

Covid financial advice – Canadian government benefits available to individuals & businesses In preparation of this blog post, it was important for me to again speak upon the “NEW” financial landscape or reality that many have been “thrown” into over the course of the Covid pandemic. As you can imagine, many people, concerned with their personal finances have asked themselves [...]

Assante wealth management financial advisor reflections on finances during COVID-19 era

Assante Wealth Management Financial Advisor Claudia Weisser reflects on our new financial lives moving forward in the COVID-19 era. In preparation of my latest blog post, it was important for me to consider and speak upon the “NEW” financial landscape or reality that we have all been “thrown” into over the course of the pandemic. As you can imagine, [...]

Five reasons to invest in a Registered Education Savings Plan (RESP)

We were inspired to write this article after reading the article titled What to do when education savings need a boost that was recently published on Assante’s website With average tuition costs at Canadian colleges coming in at nearly $7,000 a year, it’s no wonder that many parents worry about how they’ll pay for the kids’ educations. Certainly, this [...]

Robo advisor vs financial advisor: Which should you choose?

With the advent of robo advisors in the 1980’s it theoretically became easier than ever to invest. The question of whether to use a robo advisor vs financial advisor became one that people concerned with their finances began asking themselves more and more. After all, using a robo advisor simplified investing even if you didn’t have the financial background or [...]

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