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Season’s Greetings

By Allison Martin, Financial Advisor of Assante Capital Management Ltd.

 

We are halfway through December, and the holidays and New Year are fast approaching. It is easy to become preoccupied with the hustle and bustle of the Christmas season as we shop for gifts for our loved ones and get together with friends and family.

 

Let us take the time to reflect on one of the true meanings of the Christmas season: giving.

 

We tend to get wrapped up in giving to those closest to us - friends, family, colleagues, or teammates. It is important not to forget those in our community, those less fortunate, and those who no longer have family with them or nearby. Have your neighbour over for coffee or just pop by to say hello. There are often social get togethers, programs, or Christmas meals put on by local groups. This is an easy and meaningful way for our community to come together, enjoy each other’s company, and make new friends in what can be a difficult time for many.

 

You could also consider donations to local organizations or charities, like food banks or service clubs that help those who may have fallen on hard times. 2023 certainly has been tough for many people in our own communities. High inflation costs and rising interest rates have made it difficult to ensure there is enough food on the table or presents under the tree. Donations do not have to be monetary; often organizations struggle with finding enough volunteers or help during these busy times. Your time is often just as valuable as financial assistance. It is also a good way for those who want to help but may not necessarily be able to financially.

 

We are lucky to live in a community that takes care of each other. We can continue to care for and support each other by buying from local businesses. We have such a wide array of small businesses in our area, so take the time to go out and see what they can offer you and your loved ones this holiday season.

 

Time flies by so quickly. Take the time to slow down, relax, and enjoy spending quality time with your families and friends. We wish you all a very happy holiday season and a healthy and prosperous new year!

 

Allison Martin is a Financial Advisor with Assante Capital Management Ltd. The opinions expressed are those of the author and not necessarily those of Assante Capital Management Ltd. Please contact her at 613.258.1997 or visit ofarrellwealth.com to discuss your circumstances prior to acting on the information above. Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

 

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*Mortgage products and services are provided by Assante Capital Management Ltd. through its

strategic partnership with Bank of Montreal.

We collaborate with you and each other to deliver unbiased advice that meets your personal and business needs.

 

Important Disclosures

Assante Capital Management Ltd. (“ACM”) is a member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. 

 

                              


 

Know your Advisor: IIROC Advisor Report

Assante Financial Management Ltd. (“AFM”) is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.

 

 

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Stocks, bonds and mutual funds are provided through ACM. Mutual fund products are provided through AFM. Only those services offered through ACM are covered by the Canadian Investor Protection Fund, and only those services offered through AFM are covered by the MFDA Investor Protection Corporation. For more information please visit http://www.assante.com/legal or contact our office for clarification.

 

To research the background, qualifications and disciplinary information on advisors at IIROC regulated firms please generate an IIROC Advisor Report.

Employee benefits and pension consulting services, Mortgage lending services, and insurance products and services are provided through O’Farrell Financial

Services Inc. (“OFSI”). OFSI is an independent company unrelated to ACM and AFM.

For further Assante Wealth Management important legal and compliance disclosure, please visit www.assante.com/legal

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