A Last Letter for Loved Ones

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 […]

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Legacy Family Office & Assante Vancouver Sponsor Eastside Culture Crawl Festival

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

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What is the difference between estate planning and a Will?

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, […]

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Keeping Family Traditions and Stories Alive for Generations

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 […]

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JD Power Ranking

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 […]

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Transitioning Towards Next Generation Owners

“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 […]

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A Guide to Affluent Adulting

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 […]

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Summer 2021 Well Advised Newsletter

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

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Be Money Smart: Invest for Success

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 […]

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What is a Financial Plan?

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

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Motivation to Get Started – The Importance of the Soft Issues

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 […]

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From the Pandemic: 4 Critical Lessons about Resiliency

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, […]

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