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SHOULD YOU INVEST IN SMALL BITS OR BIG CHUNKS?

  Globe & Mail - June 2018

Comments Off on SHOULD YOU INVEST IN SMALL BITS OR BIG CHUNKS?   |   Posted in Investments,Latest News June 15, 2018

2018 MINDPATH ADVISOR PHILANTHROPY CONFERENCE

  It was a pleasure to be a panelist on the Advisor Discussion Panel at the 2018 Mindpath Advisor Philanthropy Conference co-presented by the Canadian Association of Gift Planners GTA Chapter.

Comments Off on 2018 MINDPATH ADVISOR PHILANTHROPY CONFERENCE   |   Posted in Latest News May 30, 2018

TINA TEHRANCHIAN IS A FINALIST FOR WEALTH PROFESSIONAL AWARDS IN THREE CATEGORIES

    Tina Tehranchian has been selected as a Finalist for Female Trailblazer of The Year, Outstanding Philanthropy and Community Service and Tina Tehranchian Team has been selected as a finalist for the second year in Top Independent Advisor Office (10 Staff or Fewer) category in ...

Comments Off on TINA TEHRANCHIAN IS A FINALIST FOR WEALTH PROFESSIONAL AWARDS IN THREE CATEGORIES   |   Posted in Latest News March 27, 2018

ASSANTE CAPITAL MANAGEMENT LTD.’S
RICHMOND HILL BRANCH RECEIVED
THE 2018 BUSINESS ACHIEVEMENT AWARD

      We are honoured to receive the 2018 Professional Services Award from the Richmond Hill Board of Trade. (Left to Right: Sibel Coskuner, Andrek Satkunarajah, Shazieh Khan, ...

Comments Off on ASSANTE CAPITAL MANAGEMENT LTD.’S
RICHMOND HILL BRANCH RECEIVED
THE 2018 BUSINESS ACHIEVEMENT AWARD
  |   Posted in Latest News
March 15, 2018

INDIVIDUAL PENSION PLANS

Comments Off on INDIVIDUAL PENSION PLANS   |   Posted in Latest News February 02, 2018

USE YOUR TFSA CONTRIBUTION ROOM TO MAXIMIZE TAX FREE GROWTH

    Starting January 1, 2016, the annual TFSA dollar limit decreased from $10,000 to $5,500 and will be subject to indexation. The TFSA contribution limit for 2018 will remain $5,500. This is since the indexation adjustment for personal income tax and benefit amounts is 1.5% for ...

Comments Off on USE YOUR TFSA CONTRIBUTION ROOM TO MAXIMIZE TAX FREE GROWTH   |   Posted in Investments,Latest News,Tax Free Savings Accounts February 02, 2018

RRSP FACTS AND DEADLINE FOR MAKING YOUR 2017 CONTRIBUTION

      The RRSP contribution limit for 2017 is 18% of your 2016 income or $26,010, whichever is less. The contribution limit for 2018 is $26,230. If you are a member of a registered pension plan, then you need to deduct your pension adjustment (the amount on ...

Comments Off on RRSP FACTS AND DEADLINE FOR MAKING YOUR 2017 CONTRIBUTION   |   Posted in Latest News,Retirement Planning,RRSP January 24, 2018

ANOTHER SUCCESSFUL YEAR FOR THE JOY OF AGING

On Sunday October 22nd, over 300 women gathered at Bellvue Manor in Vaughan, to enjoy a special morning to celebrate healthy aging. This year with the help of our sponsors we raised over $32,000 for the ...

Comments Off on ANOTHER SUCCESSFUL YEAR FOR THE JOY OF AGING   |   Posted in Latest News December 28, 2017

FAMILY TRUST

  Canadian Business Journal

Comments Off on FAMILY TRUST   |   Posted in Latest News December 26, 2017

CREATNG A LASTING LEGACY WITH TAX SMART GIVING

  CAWEE Connected

Comments Off on CREATNG A LASTING LEGACY WITH TAX SMART GIVING   |   Posted in Latest News December 26, 2017