A Last Letter for Loved Ones

December 1, 2021

For many years we have been advocates of the Executor Gift Letter, which accompanies the Will during the estate process. The Gift Letter is drafted […]

Legacy Family Office & Assante Vancouver Sponsor Eastside Culture Crawl Festival

November 17, 2021

Legacy Family Office & Assante Vancouver Sponsor Eastside Culture Crawl Festival Legacy Family Office of Assante Financial Management Ltd is proud to support the Vancouver […]

What is the difference between estate planning and a Will?

November 1, 2021

During our annual review meetings, discussing the importance of estate planning and Wills with our clients is always a priority. In a recent review meeting, […]

Keeping Family Traditions and Stories Alive for Generations

October 18, 2021

What is your family story? You probably know where your parents came from – but what about your grandparents or great grandparents? Knowing your family’s […]

JD Power Ranking

October 5, 2021

Assante Wealth Management Achieves Top Ranking in J.D. Power 2021 Canada Full-Service Investor Satisfaction Study Assante also ranks first in trust among full-service investment firms […]

Transitioning Towards Next Generation Owners

August 16, 2021

“We have trained, you have developed, and they have the capability and the work ethic to take over this amazing family business” Our focus is […]

A Guide to Affluent Adulting

August 3, 2021

Picture this: you are twenty years old and a very lucky lottery ticket lands you $70 million dollars. You can now afford all the things […]

Summer 2021 Well Advised Newsletter

July 22, 2021

Summer is in full swing as we write this – great to see our vaccination levels continue to climb across Canada. We hope you are […]

Be Money Smart: Invest for Success

July 13, 2021

Being intelligent with money at a young age is imperative to ensuring an affluent future. Now more than ever, it is essential to educate young […]

What is a Financial Plan?

April 27, 2021

As a Family Office, we often speak about the value of developing a road map – what we call your ‘Financial Plan’ – but what […]

Motivation to Get Started – The Importance of the Soft Issues

March 25, 2021

As a family office, we understand the importance of first working on Tax Planning and Investment Strategies (for the business, real estate, and the investment […]

From the Pandemic: 4 Critical Lessons about Resiliency

March 18, 2021

Despite the hardships many faced, from difficult times come powerful lessons, and this pandemic was no different. Some of the thing we learned were practical, […]