Janine Purves- Assante Capital Management Ltd. Aurora

10/15/2026

I was invited as a guest speaker for a webinar hosted by CanadaHelps and Laurie Fox, Director at Will Power. We explored a range of giving strategies designed to benefit both you and the charities you care about including:

-How charitable giving works for you
-How to make the most of your charitable tax credits
-How to use your beneficiary designations to provide for your family and the charities you support

youtube.com

10/15/2026

Thoughtful legacy planning can help you leave a lasting impact on the charities and causes that matter to you, while making the most of the charitable tax benefits. I was invited as a guest speaker for a webinar hosted by CanadaHelps and Laurie Fox, Director at Will Power. We explored a range of giving strategies designed to benefit both you and the charities you care about.

youtube.com

06/29/2026

New parents often have very little energy to focus on wealth planning, but there are some areas it's important to address early in a child's life. You can consider life insurance, protect them through your will, and save for an education. Here are ideas on how to start managing these to-dos without feeling overwhelmed.

https://ow.ly/FBMK50YO9CS

04/24/2026

By focusing on research, relative opportunity and portfolio flexibility, the Global Asset Allocation team with Fidelity aims to help investors navigate complexity while staying aligned with long‑term goals. Here are some of the insights they consider when allocating a portfolio.

fidelity.ca

01/30/2026

Hey parents, here is a month-by-month personal finance checklist that can help you manage your household budget to get ahead in 2026.

theglobeandmail.com

12/02/2025

Happy Giving Tuesday! Did you know today is the most generous day of the year?

Whether you volunteer, donate, or plan to leave a legacy, every act of generosity counts. This time of year, it can be a great way to spend time with loved ones and support your community. https://livesocial.seismic.com/anuxV5

11/21/2025

Financial confidence isn't just about numbers – it's about having a plan, and a partner, to help you reach your milestones one step at a time.

theglobeandmail.com

09/27/2025

If you're buying a car, you research the market to see which make and model has the features you're looking for. Once you've decided on a vehicle, you find the best price possible and maximize the value for money well spent.

Factor-based investing is no different. "Value" is one of six factors of this proven strategy that combines aspects of active and passive investing to enhance returns and manage risk by concentrating on a specific investment factor. Do you know what the other factors are?

cifinancial.com

09/25/2025

Retirees can face multiple risks during their wealth decumulation years. Crafting a sustainable retirement income plan is essential, and it starts with a conversation with your advisor.

theglobeandmail.com

09/23/2025

Money can be a point of contention for many couples, young and old, but how to spend money and time during your retirement years has less to do with finances than respecting each other's independence.

theglobeandmail.com