Welcome to our new office at 3200 Deziel Drive, Suite 102, Windsor
We help you put the pieces of your financial plan together: investments, debt, income tax, and insurance.
Our experienced team is committed to serving your wealth management needs with expertise, integrity and empathy.
CONSUMER CURATOR – Week of May 13, 2013
We find money-saving and money-growing ideas from around the web for your everyday finances.
Many people think it’s worthwhile to have a Costco membership. But is the Costco Executive membership worth it? According to the article, you have to spend $2,750 a year, or about $229 month, to make up the extra cost of the executive membership with the 2% cash-back feature.
Whether you live near the U.S. border and shop there frequently, or you make the occasional trip south (north for those of us living in Windsor), this guide to cross border shopping has some helpful information.
For more tips, check out our “Consumer Curator” archives. And for helpful content on a wide range of financial matters, follow us on our Facebook page.
Insights from the experts at United Financial
Changes to OAS
The recent Federal Budget announced that the eligibility age for Old Age Security (and Guaranteed Income Supplement) will increase from 65 to 67. The change will be phased in over six years starting in April 2023. (read more …)
Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being, from investments and insurance to tax and estate planning. We are a Windsor-based wealth management firm providing trusted, strategic financial planning for over 800 families throughout Ontario. If you are looking for coordinated financial advice, please contact us for a confidential consultation.
Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and registered with the Investment Industry Regulatory Organization of Canada. Insurance products and services provided by Assante Estate and Insurance Services Inc.