Videos and Podcasts

We are developing a collection of online resources. Our most recent videos and podcasts appear below.  

We encourage you to visit this section from time to time as we are regularly adding new resources.  For a full listing of our media files, visit our library and sort by << VIDEO >> or <<MP3>>.

Do you have a future video or podcast suggestion for Shaun?  If so, please email Janelle at jderocquigny@assante.com


Retirement Goal Setting

posted Apr 11, 2018, 12:34 PM by Janelle deRocquigny   [ updated Apr 11, 2018, 12:37 PM ]

Having clarity on your retirement goals is a critical first step to constructing an effective retirement plan.

In this video, Shaun Humphries with Assante Capital Management Ltd.  reviews some key considerations in the goals clarification process.



For more information and resources on retirement planning, Click here

If you'd like to be invited to seminars and lunch & learns, please contact Janelle at jderocquigny@assante.com


Ownership vs Loanership Investments

posted Apr 11, 2018, 12:20 PM by Janelle deRocquigny   [ updated Apr 11, 2018, 12:20 PM ]

Foundational to successful investing is understanding the difference between loanership and ownership investments. In this video, Shaun Humphries of Assante Capital Management Ltd. will discuss ownership investments and how they play a role in your portfolio.




For more information on our retirement coaching program, visit our website by click here.

If you would like to receive invitations to future events, please contact the office at 204.977.8022 or email jderocquigny@assante.com

Investment Quilt - Weaving Together Your Portfolio

posted Apr 11, 2018, 12:15 PM by Janelle deRocquigny   [ updated Apr 11, 2018, 12:16 PM ]

In this video, Shaun Humphries with Assante Capital Management Ltd. discusses the Investment Quilt. Understanding the investment strategy embedded in the quilt is important to a successful long-term retirement.




For more information on Retirement Coaching click here


If you would like to receive invitations to future events, please contact the office at 204.977.8022 or email jderocquigny@assante.com

Retirement Drawdown Rates

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

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.

In this video, Shaun Humphries with Assante Capital Management Ltd. discusses an important rule of thumb when deciding how much money to draw from your portfolio when you retire.




Are you beginning to think about your retirement plan? Learn about our retirement coaching service.  Click Here


If you would like to receive invitations to future events, please contact the office at 204.977.8022 or email jderocquigny@assante.com

Dealing with Market Volatility

posted Apr 11, 2018, 12:05 PM by Janelle deRocquigny   [ updated Apr 11, 2018, 12:06 PM ]

In this video, Shaun Humphries with Assante Capital Management Ltd., discusses how to navigate market risk when planning for retirement.






To learn more about our Retirement Coaching process click here:


If you would like to receive invitations to future events, please contact the office at 204.977.8022 or email jderocquigny@assante.com

Inflation Risk

posted Apr 11, 2018, 11:59 AM by Janelle deRocquigny   [ updated Apr 11, 2018, 12:01 PM ]

In this video Shaun Humphries with Assante Capital Management Ltd. discusses one of the biggest risks to retirement cash flow planning – inflation risk.




To learn more about our wealth planning services or to view our helpful resources and free tools be sure to visit our services by clicking here


If you would like to receive invitations to future events, please contact the office at 204.977.8022 or email jderocquigny@assante.com

Why Consider a Retirement Coach

posted Mar 7, 2018, 12:46 PM by Janelle deRocquigny   [ updated Mar 7, 2018, 12:47 PM ]

In this 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.

If you don't have a financial coach or your current advisor does not follow a coaching model and you would like to have a discussion about this, please contact the office at 204.977.8022 or email jderocquigny@assante.com

Retirement Planning- Longevity Risk

posted Mar 7, 2018, 12:36 PM by Janelle deRocquigny   [ updated Mar 7, 2018, 12:38 PM ]


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. That risk is longevity risk.



To learn more about our wealth planning services or to view our helpful resources and free tools be sure visit our library section.


If you would like to discuss this further, please contact the office at 204.977.8022 or email jderocquigny@assante.com



Commentary Market Review – The Big Picture –The Lagging Canadian Market

posted Nov 16, 2017, 6:28 AM by Janelle deRocquigny   [ updated Nov 16, 2017, 6:44 AM ]

In this video, Shaun discusses the investment review produced by Richard Wiley, CFA, Vice-President, Investment Strategy, Assante Wealth Management. 

The Big Picture touches upon the main investment themes experienced by capital markets so far this year.

To download the Big Picture, click on the following link: The Big Picture –The Lagging CanadianMarket.





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

Financial Health + Joint Health = Overall Health

posted Oct 18, 2017, 12:34 PM by Janelle deRocquigny   [ updated Oct 18, 2017, 12:36 PM ]

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 are strategies for building and maintaining wealth, there are proven strategies that for improving and maintaining joint health.

We recently came across an article by Genuine Health that summed it up perfectly “Think of your joints as door hinges. You take care to not slam them (too often, anyway) but you don’t tend to pay attention to actively caring for them until they start to make some noise.

Unfortunately the “squeaky wheel gets the grease” approach is one many take in regards to joint health, waiting until pain sets in to pay attention. Pain is the tip of the iceberg with joint health: pain signals underlying joint problems, including inflammation and damaged joint structure.

It pays to be aware of factors that can contribute to joint health issues before pain sets in. For instance, if you are very active, you are subjecting your joints to extra impact that takes a toll over time. Family health history can also reveal genetic determinants of vulnerability to inflammatory joint conditions. Just as any health professional would not tell you to wait until cardiovascular disease sets in to eat well – you need to be proactive about maintaining healthy joints.”

As the years go by, our quality of life is impacted by the interplay between finances, physical health and relationships. This session will focus on the health aspects of quality of life. Dr. Leanne Florence from the Centre of Natural Medicine will share strategies for nurturing and preserving joint health and function.

In this seminar, you will learn:

  • The latest research in the area of joint health
  • Strategies for naturally nurturing joint health
  • Strategies for dealing with joint pain and dysfunction
  • PRP—a breakthrough treatment!




Do you want to build a solid financial foundation? If you do, be sure to reach out to us to start a conversation.

Contact Janelle to set a complimentary meeting at 204.977.8022 or via email at  JdeRocquigny@assante.com

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