Happy New Year!
To prepare you for 2020, here are the key things to plan for:
*Start gathering all receipts for tax preparation.
*Make your 2020 TFSA contribution. That's the best $6,000 you will spend this year!
*Take advantage of any additional tax savings for 2019 - Like last minute RRSP contributions.
*Alter your investment portfolio to ensure you can accommodate your 2020 cashflow needs.
Last day to pay interest on family loans
January 30, 2020
RRSP deadline for 2019 tax deduction
March 2, 2020
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What's Happening:
Estate planning Series
January 15th , 12 to 2
"Keeping the Cottage in the Family" with Guest speaker, Katy Basi, Estate Planning Lawyer
April 8th, 12 to 2, Leaving a Legacy
Please email me to reserve your spot
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Despite the challenges presented by the fixed-income market, the asset class can still be an effective hedge against equity market risk. Click Here to read the benefits of active management and a multi-asset approach can bring to employing fixed income as a portfolio construction tool.
Interested in some more indepth reading, here's Vanguard's 2020 outlook.
Institution For Skill Development & Certification
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What's your best Money Tip?
Max out your TFSA
Debating where to put your money?
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We are excited to be announcing a few new initiatives in 2020 in the months to come.
We thank you for your interest, and look forward to helping you get closer to your financial goals in 2020!
Quote of the Month:
"The best way to predict the future is to create it" Abraham Lincoln
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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 Servi
ces Inc.
Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada
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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.
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Jan 2, 2020 - 1st business day of New Year.
TFSA contributions now at $6,000.
Jan. 6- RRIF minimum withdrawal calculations made
Jan 15 - Estate Planning Series, Part 2 "Keeping the Cottage in the Family" featuring Katy Basi
Feb. 17 - Family Day in Ontario. Office and Markets closed
Feb. 18 - Annual Wine & Cheese Networking Event
March 2 - RRSP Deadlines for 2019.
Mar 15 - 1st tax installment
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Janine Purves
CFP®, CPCA,
CCS
Senior Financial Advisor
Assante Capital Management Ltd.
Ph (905) 707-5220
Fax (905) 707-1035
9130 Leslie Street
Suite 302,
Richmond Hill,
ON L4B 0B9
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