Family Office is about more than just the investments…

June 8, 2022

You’ve met many investment advisors over the years. Some have been good, others perhaps not so much. What makes Legacy Family Office different is that […]

World of Difference in Difficult Times

April 18, 2022

It’s been our experience when dealing with aging clients as well as their estates, that there are a number of very important tools to have […]

Will you need life and health insurance in retirement?

March 21, 2022

During your working years, many types of insurance are usually considered to be necessary. For example, life insurance protects your family’s financial security and disability […]

Legacy For Generations

February 28, 2022

The wealth of a family is about more than just investments – it involves many aspects of your life. We focus on educating, facilitating, and […]

Winter 2022 Well Advised Newsletter

January 31, 2022

It’s the Year of the Tiger – what are you hoping to accomplish in 2022? The partners at Legacy Family Office have already begun holding […]

Investing in the home stretch

January 28, 2022

For most people, investing changes as retirement approaches. The number one concern is usually wealth protection. If markets suffer a severe downturn just before your […]

How Family Enterprise Advisors work for Family Business Owners and Families of Wealth

January 17, 2022

The Family Office approach is to fulfill the multifaceted needs of enterprising families with an integrated team of experts, both internal and external. After spending […]

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 […]