Financial Freedom Insights

Smart Strategies For Building Wealth And Giving Back

We want to make financial topics easy to understand and help you take control of your financial future. With tips on smart saving, investing, budgeting, and even philanthropic planning, we’ve got you covered. Our goal is to give you the tools and knowledge to feel confident about your financial journey—while also making a positive impact along the way!

Are You a Canadian Resident with U.S. Property?

Are You a Canadian Resident with U.S. Property?

With the weather cooling and winter on the horizon, snowbirds are poised to fly south—but if you’re looking to purchase a property in the U.S. or returning to one you already own, you may face estate planning complexities.

read more
I’ll Be Gone Anyway, so Why Plan my Funeral?

I’ll Be Gone Anyway, so Why Plan my Funeral?

Many people avoid conversations about funerals, particularly their own. Some are indifferent to what happens to their body. Others dismiss the topic to deflect their discomfort, saying, “I’ll be gone anyway, so why worry about it?” Meanwhile, those who are superstitious may feel that discussing their own death is taboo and will somehow hasten their passing. Still, it’s a conversation worth braving.

read more
Diversification Working On a Comeback

Diversification Working On a Comeback

After a difficult performance for the 60/40 portfolio in 2022, you might forgive investors for throwing in the towel on the idea of diversification. When stock markets stumbled, where were bonds to mitigate return downside and reduce overall risk?

read more

Newsletter

Newsletter Disclaimer

By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that maybe of interest to you. Should you wish to discontinue receiving emails of this nature, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy

Article Categories

From The Archives

Smart Strategies For Building Wealth And Giving Back

Tip of the AI Iceberg

Tip of the AI Iceberg

If you wake up tomorrow morning believing the world is about the same as today, you are probably missing something. We are seeing dramatic changes led by technological advancements, and the latest is artificial intelligence (AI).

read more
Will Your Parents Need Your Help?

Will Your Parents Need Your Help?

The day may come when your parents find it more difficult to take care of their financial matters. Your help can make a difference, whether it’s in the form of your time, advice or financial assistance. 

read more
When a Wealth Plan is Fluid

When a Wealth Plan is Fluid

A wealth plan identifies your life goals and provides you with a personalized wealth management strategy to meet your financial milestones and achieve each objective.

read more
Five Items Often Overlooked in a Will

Five Items Often Overlooked in a Will

Did you know that if the sole subscriber of a Registered Education Savings Plan passes away, plan assets don’t go to the child? You can correct this in your will and address these four other issues.

read more
Planning for Market Volatility

Planning for Market Volatility

In the early months of 2020, the coronavirus outbreak led to a sudden market meltdown—only to be followed by a surprisingly quick recovery by the summer. Not long after, in 2022, equity markets around the world entered bear market territory. In 2023, the markets rallied.

read more
The Sun is Shining Again!

The Sun is Shining Again!

We understand it’s difficult to be optimistic when global economies are slowing, geopolitics are continuously challenging, and many are struggling to pay their monthly mortgage bills.

read more
Our 2024 Wish List

Our 2024 Wish List

As we enter a new year, we consider the following a “wish list”: lower inflation, lower interest rates, higher investment value and, last but not least, peace!

read more
What to Expect in 2024

What to Expect in 2024

It is the time of the year when we reflect, celebrate and look forward. Following a tougher 2022, equity and fixed income both returned positively in 2023.

read more
Wealth planning is different when you’re single

Wealth planning is different when you’re single

According to Statistics Canada, the number of Canadians living alone has reached a record high. In fact, the one-person household is the most common household type. Financial life is different for singles compared to families or couples without children. Here are some...

read more
Take Advantage of Family and Caregiving Benefits

Take Advantage of Family and Caregiving Benefits

When you raise a child or help support a dependent family member, you’re sure to face extra costs. Here are some common family and caregiving situations and associated benefits from the federal government that can help you meet your financial needs.

read more
Is an RRSP Still Worthwhile?

Is an RRSP Still Worthwhile?

There’s a myth that surfaces every once in a while. It suggests a Registered Retirement Savings Plan (RRSP) isn’t worthwhile because of the tax on eventual withdrawals.

read more

Contact Us

At Endurance Wealth Partners, we’re here to help you simplify your financial journey. Whether you have questions, need advice, or are ready to take the next step, we’d love to hear from you!

M-F: 9 - 4:30pm, S-S: Closed

Email Us

Have a Question Or Need to Make An Appointment? Email Us!