Sue Chapman, CFP: Senior Financial Advisor, Assante Capital Management Ltd.

Sue Chapman, CFP: Senior Financial Advisor, Assante Capital Management Ltd. Wealth Management, Insurance and Retirement Advice serving Burlington, Oakville, Mississauga, Hamilt

12/11/2025

Many couples leave their wealth to their spouse without further instructions to protect other beneficiaries, such as children from a previous relationship or siblings. Find out why the order of deaths can lead to a “beneficiary lottery,” in which luck determines whether a beneficiary inherits or not. The solution is appropriate estate planning. https://ow.ly/7jcJ50XA0n7

11/14/2024

On Wednesday, November 20 at 3 p.m. EDT, join our Wealth Matters webcast to explore strategies for optimizing taxes through smart gifting, enhancing charitable impact and using gifting to pass down values to future generations. Don't miss out on insights that can make a difference in your legacy planning! https://ow.ly/gO8h50U0Rle

12/22/2023

Experience concise financial news with Market Pulse: The Week In Review. We take a curated approach in providing you with only the market data and expert insights you need. Read this week’s edition now. http://ow.ly/noFt50LuzIT

12/22/2023

Avez-vous tenu compte de vos biens numériques dans votre testament? Les actifs numériques comme les comptes de médias sociaux, les sites Web et les comptes de finance en ligne sont souvent négligés dans la planification successorale. Pourtant, lorsqu’ils ne sont pas pris en compte, de nombreux problèmes peuvent survenir. Les paiements de factures en ligne peuvent se poursuivre, les financiers peuvent être perdus et votre dossier numérique peut être piraté pour préparer une usurpation d’identité. Apprenez maintenant à établir un plan pour protéger vos personnels et financiers. https://ow.ly/SN4k50Q6ut0

08/01/2023

Votre régime enregistré d’épargne-études ( ) sera-t-il suffisant pour payer les études d’un enfant ou d’un petit-enfant? Apprenez comment compléter les REEE afin de pouvoir accumuler plus d’économies grâce à une flexibilité accrue.

https://ow.ly/YmbX50P8YG9

06/16/2023

Do you have any seniors in your life who may be susceptible to fraud schemes? Find out about common scams so you can watch out for their safety.

12/30/2022

A very happy New Year from our Assante family to yours. We hope the coming year is one of prosperity and cheer for all.

11/11/2022

Each is a time come together as a nation to honour the Canadians who fought and died in the name of peace and freedom. To those who continue to serve our country at home and abroad, Thank You.

11/11/2022

Parents may assume their children will eventually want the cottage, cabin or chalet. The children may love the recreation and relaxation, but not the responsibility that comes with it. Discover why you need to start the conversation now.

11/11/2022

We know that a real financial plan goes beyond investments. It is a holistic approach including tax strategies, retirement, insurance, mortgages, investments and debt. Join our host Melissa Leong and our expert panelists on November 17th at 3 pm CT as they discuss how to make the most of your wealth by avoiding common financial mistakes. We will also have professionals within their fields who can answer questions via the live Q&A chat. http://ow.ly/We3P50Ln7Ht

09/07/2022

You may think estate planning is easier for a single person than for someone who’s married with children. Find out why it could be just the opposite.

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3400 Fairview Street, Lower Level
Burlington, ON
L7N3G5

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