What's on Your Wish List for 2017?
February is when most New Year's Resolutions fall apart.
Make 2017 the year you make the best financial decisions.
Join me for a Cash Flow Planning Workshop
- Know you make great money, but don't know if you have enough to show for it?
- You feel as if you're constantly meeting everybody else's obligations, but not focusing on what's important to you?
- Retirement is getting closer, but you don't know what it will take to get there?
- Feel like your meetings are all product, and no plan.
DO YOU HAVE A FINANCIAL
ROADMAP CUSTOMIZED WITH
YOUR SPECIFIC GOALS IN MIND?
As a Certified Cash Flow Specialist™,
I can help you get more life from your
money. Let's connect and start funding
Call or register here for the next workshop. This exclusive workshop is only available to those that qualify. Space is limited.
Reminder: RRSP Deadline for 2016:
Wed. March 1st.
Maximum contribution for 2016:
$25, 370 (or 18% of your earned income in the prior year, less any pension adjustment)
Maximum contribution for 2017:
$26,010 (or 18% of your earned income in the prior year, less any pension adjustment)
Contact us to learn more about RRSP Loans and Retirement Plans available to you.
Check out this article on Emotional Investing from the Globe and Mail featuring Janine. Click Here
Quick Tip: Always check your Notice of Assessment, and please send us a copy to ensure we can keep you on track for getting the best tax benefit and not missing opportunities, or over-contributing. The most common error I've seen is mis-reading the Notice of Assessment.
Tax Help Needed?
Check out our tax organizers to keep you on track.
If you need an accountant, give me a call, I can refer accountants to you, as we hear what works from all our clients. Happy to help!
If you do your own taxes, you can use the TurboTax program available through our website link here to save 20% on TurboTax.
Janine & Assante supporting Arts in York Region:
As life wouldn't be the same without art and music, I am thrilled to help people and the Arts thrive in York Region.
McMichael Gallery, a beautiful setting in Kleinburg, featuring the Group of 7 and Tom Thompson. On Feb 4, Enjoy the special exhibit featuring the work of Lawren Harris.
Thanks to all who attended the Richmond Hill's Board of Trade Business After 5. I was happy to host many business owners on Jan. 24th.
Industry and Market Update
Starting 2017 many financial firms including Assante Capital Management Ltd. will be including 2 new enhancements-
Investment Performance Report and Charges and Compensation report to your annual year end statements.
2016 Q4 Update
Join us on Wednesday, February 15th
at 2 p.m. EST for the
first quarter webcast of
Wealth Matters for 2017.
What happens to All your investment accounts upon your death? This critical issue is often overlooked. Noel Perera will provide insight into the most common mistakes.
Hear how a Portfolio Manager works to manage money in the current state of uncertainty and still try to generate growth, while protecting capital. Danny Bubis is featured.
In fact, here's a reminder and article noting CRA's easy way of reporting your foreign property between $100,000 & $250,000.
Last, did you sell real estate in 2016? Did you sell your home? It must be included on your tax return.
|Please like my Business Facebook page. We will be featuring more tips and ideas to help you in 2017.
This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see me for individual financial advice based on your personal circumstances. The opinions expressed are those of the author and not necessarily those of Assante Capital Management Ltd.
Insurance products and services are provided through Assante Estate and Insurance Services Inc. Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and is registered with the Investment Industry Regulatory Organization of Canada.
Assante is an indirect, wholly-owned subsidiary of CI Financial Corp. ("CI"). The principal business of CI is the management, marketing, distribution and administration of mutual funds, segregated funds and other fee-earning investment products for Canadian investors through its wholly-owned subsidiary CI Investments Inc. If you invest in CI products, CI will, through its ownership of subsidiaries, earn ongoing asset management fees in accordance with applicable prospectus or other offering documents.
Services and products may be provided by an Assante Advisor or through affiliated or non-affiliated third parties.
Dates to Remember
February 15- Wealth Matters Webcast.
February 20: Family Day, Ontario
Mar. 1: RRSP Deadline for 2016
Mar 9: Show Sponsor Classic Albums Live, U2 Joshua Tree. Richmond Hill Centre for the Performing Arts
March 15 - 1st tax installment due
Senior Financial Advisor
Assante Capital Management Ltd.
Ph (905) 707-5220
Fax (905) 707-1035
9130 Leslie St.,
ON L4B 0B9