Juana Baldwin Assante

08/24/2026

November is Financial Literacy Month. Have you considered hosting a lunch event for your team? Maybe we could help - this Fall we are offering 2 great sessions - message me to learn more!

canva.com

08/07/2026

My July book of the month, was such a heartwarming read. A beautiful story highlighting the impact of kindness, empathy and respect. Small gestures have the ability to brighten someone's day, a comment may help them see themselves through another's eyes, some patience and understanding will both strengthen and create friendships, and perhaps even build a more caring community. I hope your weekend is full of kind gestures! What are you reading?

08/05/2026

When someone steals your personal and banking information, you may lose money and time—because it can take months to sort out the mess. Learn how identity theft occurs and what you can do to protect yourself.
https://ow.ly/sr5o50ZqJpV

07/20/2026

The World Cup reminds us that success under pressure comes from preparation, discipline, and staying focused on the long game. The same principles apply to investing and your financial plan! If you have questions about your portfolio, let's meet to review your plan!

amazonaws.com

07/20/2026

Three years ago, people thinking about buying their first home got a new way to save money and taxes. The First Home Savings Account (FHSA) lets you grow and withdraw money tax-free, and also comes with a tax deduction for contributions. Learn strategies to help you make the most of your FHSA.
https://ow.ly/niqR50ZiFPU

07/10/2026

With a hot Winnipeg weekend coming our way - what are your favorite close to home weekend getaways? Gimli, Winnipeg Beach, Lake of the Woods, Hecla, Pinawa... https://livesocial.seismic.com/aJiowx

07/10/2026

How do world events affect investment markets? Investing would be so much easier if there were one simple answer. The truth is, sometimes there's no effect, sometimes there's a short-term correction, and sometimes recovery takes a long time. Here's why the best course of action is to stick to your financial plan.
https://ow.ly/vphe50ZgSMe

07/01/2026

Happy Canada Day

06/30/2026

Well enjoying the warmer Summer weather and sitting on the patio, are you chatting about where you next plan to travel?

dailyhive.com

06/29/2026

What if the are looking beyond today's headlines? We have higher oil prices, higher inflation risks and higher geopolitical uncertainty. Yet remain surprisingly resilient. Markets are noticing the news but they're interpreting it differently. Read more to understand the disconnect and what it could mean for your portfolio. https://ow.ly/Cqor50Zgqlv