Recent Announcements


Retirement Goal Setting

posted Apr 11, 2018, 12:56 PM by Janelle deRocquigny   [ updated Apr 11, 2018, 12:56 PM ]

Video
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 video

Ownership vs loanership Investments

posted Apr 11, 2018, 12:53 PM by Janelle deRocquigny   [ updated Apr 11, 2018, 12:53 PM ]

Video

Foundational to successful investing is understanding the difference between loanership and ownership investments.

Click here for the video

Investment Quilt - Weaving Together Your Portfolio

posted Apr 11, 2018, 12:51 PM by Janelle deRocquigny   [ updated Apr 11, 2018, 12:51 PM ]

Video
Understanding the investment strategy embedded in the  quilt is important to a successful long-term retirement.

Click here for the video

Retirement Drawdown Rates

posted Apr 11, 2018, 12:48 PM by Janelle deRocquigny   [ updated Apr 11, 2018, 12:48 PM ]

Video
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 important component to successful long-term retirement planning.

Click here for the video

Dealing with Market Volatility

posted Apr 11, 2018, 12:45 PM by Janelle deRocquigny   [ updated Apr 11, 2018, 12:46 PM ]

Video


Navigating Market Risk when planning for Retirement.  To view a video Shaun has created on this topic, click here

Dealing with Inflation Risk in Retirement

posted Apr 11, 2018, 12:42 PM by Janelle deRocquigny   [ updated Apr 11, 2018, 12:42 PM ]

Video
In this video, Shaun discusses one of the biggest risks to retirement cash Flow planning - Inflation Risk.

Why Consider a Retirement Coach

posted Mar 7, 2018, 12:49 PM by Janelle deRocquigny   [ updated Mar 7, 2018, 12:49 PM ]

Video
Shaun Humphries with Assante Capital Management Ltd. shares his perspective on the value of financial coaching. Shaun shares compelling data on the reasons why advised families experience more financial success than non-advised families.

Retirement Planning- Longevity Risk

posted Mar 7, 2018, 12:41 PM by Janelle deRocquigny   [ updated Mar 7, 2018, 12:42 PM ]

Video
In this video, Shaun Humphries with Assante Capital Management Ltd. discusses one of the key risks that retirees need to face head-on to make sure they have a successful long-term retirement.

February 2018 – The Big Picture: Volatility returns

posted Mar 7, 2018, 12:29 PM by Janelle deRocquigny   [ updated Mar 7, 2018, 12:29 PM ]

The Big Picture
Richard Wylie’s latest edition of The Big Picture commentary discusses the market’s recent return to volatility and outlines effective wealth management strategies that can help investors prosper over the long term.  Markets are volatile.  It is natural to be worried about the impact on portfolios however having a financial advisor has proven to place investors in the best possible position to weather market storms and even take advantage of opportunities that arise as the markets return to a more stable state.

To download The Big Picture, click on the following link:  The Big Picture Volatility returns

As always, if you have questions or concerns, please contact the office at 204.977.8022 or via email  at jderocquigny@assante.com

January Portfolio Construction – The importance of risk management in a late investment cycle

posted Mar 7, 2018, 12:25 PM by Janelle deRocquigny   [ updated Mar 7, 2018, 12:25 PM ]

Portfolio ConstructionAs part of his January commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer, CI Multi-Asset Management, discusses markets during the financial crisis in 2008-2009, which were trading at significant discounts as global economies were suffering a recession.  Today, almost 9 years later, the U.S. and Canada are thriving with full employment and economic growth.  Alfred explains why his team is both constructive and cautious.

To download the Portfolio Construction, click on the following link: January Portfolio Construction – The importance of risk management in a late investment cycle

If you have questions, please contact our office at 204.977.8022 or jderocquigny@assante.com

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