Shawn Malvern, Assante Wealth Management

10/15/2026

Are you on track financially for 2026?

It’s hard to believe we’re already heading into the last few months of the year. Before the holiday season gets busy, fall can be a great time to check in on your finances.

Your investments are only one piece of the picture. Taxes, retirement income, TFSAs and RRSPs, insurance, estate planning and changes in your family all play a role.

Sometimes a good financial review isn’t about making major changes. It’s simply about making sure everything still works together.

If you haven’t reviewed your financial plan lately, let’s have a conversation.

Send a message to learn more

10/08/2026

Happy Thanksgiving from all of us at Assante Wealth Management! 🍂 🦃

As we head into the Thanksgiving weekend, we want to take a moment to thank our clients for your continued trust and support. We are grateful for the opportunity to be part of your financial journey.

Wishing you and your families a wonderful Thanksgiving filled with good food, great company, and plenty of reasons to be thankful!

Have a safe and happy long weekend!

10/01/2026

What do you wish someone had told you about money when you were younger?

In this thoughtful letter to his children, Tye Bousada of EdgePoint shares six important lessons about saving, investing and financial freedom.

His message is simple: spend less than you make, start early, do not let fear or greed direct your investments, and build a plan that gives you the freedom to pursue what matters most.

It is a worthwhile read and a great conversation starter for parents, children and grandchildren.

Video highlighting some of the financial advice we wished we'd learned earlier.

09/24/2026

Life changes. Your life insurance should too.

Getting married, buying a home, having children, changing careers, starting a business or approaching retirement can all impact the amount of coverage you need.

Your life insurance policy shouldn’t be something you set up once and forget about. Regular reviews can help ensure your coverage still reflects your current needs, goals and the people who depend on you.

When was the last time you reviewed your coverage?

If it’s been a while, we’d be happy to help you take another look.

Give us a call or send me an email to start the conversation.

09/18/2026

What the Fed’s Latest Decision Means for Investors

Following the Federal Reserve’s latest 25 bps rate hike, bringing its target range to 3.75%–4.00%, attention is turning to what comes next. The Fed’s projections point to one more rate hike before year-end, with rates potentially remaining elevated through 2027 if inflation doesn’t improve further.

Despite ongoing concerns, the economy has remained more resilient than many expected. Inflation continues to move in the right direction, while investment in AI and technology continues to support growth.

While volatility is always possible, this reinforces the importance of staying invested and focused on the long term, rather than reacting to every market headline.

If you have questions about what this means for your financial plan, we’re here to help.

Send a message to learn more

09/16/2026

Markets have already been reacting to inflation and interest rate expectations in recent weeks. With today’s Fed announcement, this Assante update is especially timely.

What’s going on with inflation and ? How are the global markets doing? What big financial events are coming up soon? Find out with our concise newsletter, Market Pulse: The Week In Review. https://ow.ly/JQJ750Ztlum

09/10/2026

Saving for your first home?

The First Home Savings Account (FHSA) can help make homeownership a little more achievable.

With an FHSA, you can:
✔️ Save for your first home on a tax-advantaged basis
✔️ Get tax deductions on eligible contributions
✔️ Make qualifying withdrawals for your first home tax-free

If buying your first home is part of your plan, now may be a great time to see how an FHSA could fit into your overall financial strategy.

Have questions? Feel free to email me or call the office to schedule a time to chat!

09/03/2026

Wishing everyone a safe and happy Labour Day weekend!

As summer comes to a close, we hope you have the chance to relax and enjoy the long weekend with family and friends.

To all students heading back to college or university, we wish you safe travels and all the best for a successful year ahead. 🎓📚

Thank you to our clients, friends, and community for your continued support and trust—it is truly appreciated.

Have a wonderful and safe Labour Day weekend!

08/21/2026

Thank you for the thoughtful review and kind words.

I truly appreciate your trust and the opportunity to support you with your financial goals. It’s always a pleasure to be a resource for my clients and provide guidance when needed.

08/18/2026

Stick with your plan!

Whenever there’s significant upheaval—whether it’s a war, pandemic or economic shock—many investors wonder whether they should stop regular contributions or sell investments. Both approaches can leave you worse off. Read more about why sticking with your financial plan is generally the way to go.
https://ow.ly/cgMu50Zq53U