Archive for November, 2014


Slow & Steady

I know that this is not a new idea, for we have all heard the story of the tortoise and the hare since we were little. Slow and steady always wins the race.

But it is so easy to forget it when most of what we read in the financial press is written to sell magazines. Slow and steady does not sell magazines.

Yoga For A Better Night’s Sleep

Original article By Sukhi Kambo, Clinical Exercise Specialist at Copeman Health Clinic

In our fast-paced Western culture, it’s no surprise that so many Canadians have difficulty falling asleep. Since it is not often possible to change our culture and our environment, another way to find some peace within the chaos of the world is through yoga.

Estate Liquidity Considerations

By Marla Shragge, LLB, CFP, TEP, Wealth Planning Group of United Financial, a division of CI Private Counsel LP.

As the executor of his late mother’s estate, Guy came across so many problems that he was tempted to just walk away from the job.

2014 Client Audit Survey Results

Conducted by Advisor Impact for

Danielson Group Wealth Management | Assante Capital Management Ltd.

Thank you for completing our Client Audit Survey. This year, our goals were to acquire a better understanding of your needs, ensure that we are meeting your service expectations and uncover areas of improvement in your personal financial plan.