





















Assante Capital Management Ltd.
Helping You Achieve Your Goals and Dreams
Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most. We believe that there are three keys to our job that help us work closely with you to develop a long-term, diversified strategy.
First, we must be direct. We work to be knowledgeable about you and your family situation. We work to understand what you want your money to do for you.
Second, we are your guide when you need us. We will help you navigate the many choices you have with your money and show you how to diversify your portfolio to maximize gains while minimizing losses.
Third, it's all about you. We want to work with you to build a personalized, long-term strategy that we follow and monitor closely, so that you can maintain your lifestyle and enjoy a comfortable retirement.



WEALTH PLANNING INSIGHTS
Anyone who owns a vacation property will eventually face a tax bill when the property is sold or transferred, assuming its value has increased. You or your estate will owe tax on 50% of the capital gain, payable in the year of the sale or transfer.
Itβs an age-old question. If you have surplus cash flow or receive a lump sum, such as a tax refund or annual bonus, are you better off making extra mortgage payments or investing the money?
Life sometimes has its uncertainties. Major economic events, such as a deep recession, or personal challenges, such as job loss or divorce, can shake our financial stability.
Are you a pet parent β whether to a furry friend, feathered companion or another beloved animal? No matter if your companion is a cat, dog, bird, horse or exotic animal, it is important to have a plan in place to ensure they are cared for in the event you are no longer able to do so or upon your death.