Juana Baldwin Assante

06/19/2026

I am grateful to have had a few days away at our annual WOW event! Sharing stories, learning from colleagues and enjoying some extraordinary meals! We were lucky to be joined by Chantel Chapman from the Trauma of Money, along with hearing stories, and strategies from industry leaders and likeminded advisors! Thank you to my WOW family for another successful event! Can't wait until next year!

06/08/2026

05/22/2026

Buying a first home is a big step—and an expensive one. Parents often want to help out but aren't sure how to contribute without risking their own financial security. Approaches include contributing to a First Home Savings Account, gifting money, lending money or co-signing the mortgage. Find out more about each strategy here. https://ow.ly/lHpj50YBjMs

05/14/2026

amazonaws.com

05/11/2026

Within couples, it isn't unusual for one partner to be primarily a saver while the other is primarily a spender—and that may cause conflict. If you're in this situation, here are tips on how to work together to move toward a healthy middle ground. Communication and goal-setting can help you find an approach to money that works for everyone. https://ow.ly/6HJ250YyH0h

04/20/2026

Giving back is important, but also comes with some tax advantages. Let's chat about how you can give back!

theglobeandmail.com

04/17/2026

Couples without children may have a financial advantage, with lower costs and more flexibility. That doesn't mean they don't also have wealth planning needs around retirement, insurance and estate planning. Explore some of the issues and opportunities you can address to strengthen your present and future financial situation. https://ow.ly/Srvp50YFg5c