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We are excited to be hosting complimentary Lunch & Learn Workshops.  They run from 12:00pm to 1:00pm at the Qualico Family Centre.  These sessions are not only a great way to learn about relevant topics, but are also a time to enjoy lunch with like-minded people in a relaxing atmosphere in one of Winnipeg's beautiful venues. 

These sessions will touch on a variety of topics such as Retirement Planning, Investment Planning, Tax tips, Market Trends, Estate Planning and much more.  Our goal is to provide individuals with information that will allow them to have the peace of mind needed to enjoy all transitions of life.

If you are not receiving our email invitations but would like to be added to our email list in order to receive the invitation to these events,you simply need to provide us with your first and last name by clicking the link. 

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By providing your e-mail address you provide the office of Shaun Humphries of Assante Capital Management Ltd. with your express consent to send you Commercial Electronic Messages (“CEMs”) related to workshops, finances and/or investments that may be of interest to you. If you no longer want to receive e-mails of this nature you can withdraw your consent at any time by contacting Janelle deRocquigny at jderocquigny@assante.com

2018 Sessions

Tuesday October 16th Click below for invitation
 Return on Investment VS Return on Life - Registration Now open



Tuesday Sept 11, 2018 - Creating and leaving a Legacy -  Video Coming soon


Previous Session Recordings

Retirement Countdown - Are You Ready?

Tax Planning - Making the Right Moves at the Right Time

Insurance Planning- Why Risk Planning Is Critical to Financial Success!

6 Mistakes Investors Make

Health & Wealth - Make it a fair Fight!

 
 

Recent Announcements

  • Retirement Goal Setting Having clarity on your retirement goals is a critical first step to constructing an effective retirement plan.  There are key considerations in the goals clarification process. Click here for the ...
    Posted Apr 11, 2018, 12:56 PM by Janelle deRocquigny
  • Ownership vs loanership Investments Foundational to successful investing is understanding the difference between loanership and ownership investments.Click here for the video
    Posted Apr 11, 2018, 12:53 PM by Janelle deRocquigny
  • Investment Quilt - Weaving Together Your Portfolio Understanding the investment strategy embedded in the  quilt is important to a successful long-term retirement.Click here for the video
    Posted Apr 11, 2018, 12:51 PM by Janelle deRocquigny
  • Retirement Drawdown Rates One of the risks that retirees worry about is outliving their capital. This is one of the reasons why capital and interest drawdown rates from your portfolio are a very ...
    Posted Apr 11, 2018, 12:48 PM by Janelle deRocquigny
  • Dealing with Market Volatility Navigating Market Risk when planning for Retirement.  To view a video Shaun has created on this topic, click here
    Posted Apr 11, 2018, 12:46 PM by Janelle deRocquigny
  • Dealing with Inflation Risk in Retirement In this video, Shaun discusses one of the biggest risks to retirement cash Flow planning - Inflation Risk.Click here for Video
    Posted Apr 11, 2018, 12:42 PM by Janelle deRocquigny
Showing posts 1 - 6 of 73. View more »

 

 
Our goal is to provide you with a site that is full of practical and insightful information that will motivate you to return time after time as you try to get clarity on important issues that impact your wealth accumulation, preservation and all things retirement.  On the left side of our website, you will find important links that will direct you to some helpful content.  Under "Our Company" and "Our Staff", you will find an overview of our philosophy and convenient contact information for each of our team members.  In the "Services" listing you will find a comprehensive listing and links to all of our services.  The "Upcoming Seminars" tab will take you to our calendar of events and the "Recent Announcements" tab will be a convenient spot to access time sensitive information, recent postings and editorial blog.  Over time,"Our Library" section is intended to be a wonderful client resource.  In this section we will archive podcasts, video presentations, pdf documents, recent newsletters, generic forms and a whole range of wealth management resources that you can tap into.  The "Affiliations" section will link you to some of our important resource and knowledge partners.  
 
Please feel free to provide feedback on the content and functionality of our webpage.  we are always looking for ways to improve our site.  Feedback can be forwarded to jderocquigny@assante.com