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Legacy For Generations

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

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Winter 2022 Well Advised Newsletter

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 […]

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Investing in the home stretch

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 […]

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

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 […]

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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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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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