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HOW TO MAKE MORE TAX DEDUCTIBLE CONTRIBUTIONS

  How to Make More Tax Deductible Contributions to Your Retirement Savings than the Maximum Allowable RRSP Contribution Room”

Comments Off on HOW TO MAKE MORE TAX DEDUCTIBLE CONTRIBUTIONS   |   Posted in Financial Planning for Business Owners,Latest News,Retirement Planning August 20, 2018

ASSANTE CHARITABLE GIVING PROGRAM

  My interview with Christine Bentley and Kate Wheeler about the Assante Charitable Giving Program

Comments Off on ASSANTE CHARITABLE GIVING PROGRAM   |   Posted in Charitable Giving,Latest News August 09, 2018

DONATE LIFE INSURANCE TO CHARITY TO MAXIMIZE TAX SAVINGS AND PHILANTHROPIC IMPACT

    Canadian Business Journal - July 2018

Comments Off on DONATE LIFE INSURANCE TO CHARITY TO MAXIMIZE TAX SAVINGS AND PHILANTHROPIC IMPACT   |   Posted in Charitable Giving,Insurance,Latest News,Life Insurance,Life Insurance July 16, 2018

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