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Thank-you for taking the time to visit our website. Visit us often as we will post updates on a regular basis.  The most current information will be posted in our recent announcement section below in addition to our library being updated with various information and videos that you may find of interest.

Looking for information on a specific topic?  
Type a keyword in "search this site" for information we have posted on that topic. This is a very powerful tool that will help you find what you are looking for!  Have a question that we have not provided information on - email us a jderocquigny@assante.com
 
 

 
LL
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. 

-->Yes please add me to your email list

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 January 23rd - Details coming soon

Tuesday February 18th - Details coming soon

Tuesday March 13th - Details coming soon

2017 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

  • Financial Health + Joint Health = Overall Health You have worked hard to build your financial base and have taken advantage of strategies that will not only build financial wealth but maintain it as well. Just like there ...
    Posted Oct 18, 2017, 12:39 PM by Janelle deRocquigny
  • Health Care Directives When it comes to your finances, are you looking to experience confidence and peace of mind? Well, believe it or not, spending some intentional time on advanced care planning and ...
    Posted Oct 18, 2017, 12:21 PM by Janelle deRocquigny
  • New Video - Understanding the Importance of Family Meetings! Every day in this country families express shock, disbelief and are caught off guard by health issues that have arisen suddenly for loved ones (especially parents) or sudden death that ...
    Posted Mar 23, 2017, 9:36 AM by Janelle deRocquigny
  • New Video- January Lunch & Learn - Strategies for Making 2017 Amazing! This Lunch & Learn was great to kick off 2017!  Have you ever gone into a new year, and before you know it, 6 months has passed, and you wonder where ...
    Posted Mar 23, 2017, 9:22 AM by Janelle deRocquigny
  • New Video - A Tour Around the World - Event Recording Do you get the feeling that things are just different somehow?  Surreal would be a good word to use when trying to explain what has been going on this past ...
    Posted Feb 23, 2017, 2:07 PM by Janelle deRocquigny
  • November - The Big Picture -New Highs for New York Richard Wylie, Vice-President, Investment Strategy, Assante Wealth Management, latest edition of The Big Picture commentary explains that unanticipated global events can result in material swings in securities prices. This ...
    Posted Dec 1, 2016, 12:01 PM by Janelle deRocquigny
Showing posts 1 - 6 of 63. 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