|
Financial Tip of The Month.
Teaching Kids about Money. As we prepare our taxes, we are always planning what we can do better next year. I have frequently recommended that now is the best time to start 1 new habit. This year, I suggest it's helping to instill 1 good financial habit in a young person you influence.
In fact, if you have kids, and you help with their taxes, then get them involved. Let them do their own return. Let them see what's involved, and understand the difference tax planning can have. Knowing that completing the tax return may ensure they get back money, or receive credits so paying less, is often a simple lesson and helps to provide incentive to complete the tax return. These steps can help build a better financially astute citizen for tomorrow. For those of you who recognized this write up, Good for you. It's a repeat. But I thought it was so important, that I decided to do a 2nd round.
MASTERING MONEY: FINANCIAL TIPS FOR YOUNG ADULTS
For those clients with kids in their early 20's, we will be hosting our next "Mastering Money" in the next 2-3 months. Book Your Spot. Register Now
Follow Me On
   
|
Volatility has returned
The strategy of buying any investment at any price may have worked well in 2017 but likely will not work going forward. Continue reading for portfolio managers insights.
Click Here
|
Retirement
Most of us will enter retirement with a pretty good understanding of our current health and what it takes to manage it. But as time goes on, everyone's health changes and we gradually begin to spend more on our medical, physical and personal care needs.
Continue Reading the 5 stages of care in retirement
Source: Sun Life Assurance Company of Canada
Long term care insurance (LTCI) solutions can be an option to protect your assets. Contact us to see how it can be part of your financial plan.
|
Tax Help Needed?
Check out our tax organizers to keep you on track.
If you do your own taxes, you can use the TurboTax program available through our website link here to save 20% on TurboTax.
We are pleased to offer
up to 25% in discounts on Canada's #1 best-selling tax software TurboTax 2017 taxation year,
TurboTax comes with four different product features based on your unique filing needs, in addition to two new TurboTax live support options. TurboTax also comes with a 100% satisfaction guarantee that their calculations are correct, or they pay the CRA penalties. Click Here
Book a meeting today to ensure we have reviewed tax strategies available to you.
|
|
We don't see things as they are; we see them as we are
Anais Nin
|
This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see me for individual financial advice based on your personal circumstances. The opinions expressed are those of the author and not necessarily those of Assante Capital Management Ltd.
Insurance products and services are provided through Assante Estate and Insurance Services Inc. Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and is registered with the Investment Industry Regulatory Organization of Canada.
Assante is an indirect, wholly-owned subsidiary of CI Financial Corp. ("CI"). The principal business of CI is the management, marketing, distribution and administration of mutual funds, segregated funds and other fee-earning investment products for Canadian investors through its wholly-owned subsidiary CI Investments Inc. If you invest in CI products, CI will, through its ownership of subsidiaries, earn ongoing asset management fees in accordance with applicable prospectus or other offering documents.
Services and products may be provided by an Assante Advisor or through affiliated or non-affiliated third parties.
|
|
|
 |
Janine Purves
CFP®, CPCA,
CCS
Senior Financial Advisor
Assante Capital Management Ltd.
Ph (905) 707-5220
Fax (905) 707-1035
9130 Leslie St., Ste. 302
Richmond Hill,
ON L4B 0B9
|
|
|
