Initial meeting Preparation of plan Implementation of plan Discuss financial goals and objectives. Gather data for preparation of report. Discuss fee options. Assess current risk profile and asset mix. Review income asset strategies and insurance strategies. Review tax and estate planning strategies. Input data model and analyze findings. Prepare report for presentation and review. Agree on a long-term plan designed to meet financial objectives. Analyze appropriate product options. Implement plan with appropriate products and services. Work to provide value added services.
Published content areas
These labels describe topics appearing in the stored public sources. They are not a suitability rating or a claim that every service is currently offered.
Here's how it worksOur ProcessFinancial Planning AdvisorRegistered & Open (Non-registered) PlansExecutive Retirement & Insurance Plans
Evidence-backed planning topics
These links are based on direct advisor-specific public evidence already stored for this profile. Where enough matching advisors exist locally, the link opens the corresponding topic-and-location page.
Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Here's how it works
Initial meeting Preparation of plan Implementation of plan Discuss financial goals and objectives. Gather data for preparation of report. Discuss fee options. Assess current risk profile and asset mix. Review income asset strategies and insurance strategies. Review tax and estate planning strategies. Input data model and analyze findings. Prepare report for presentation and review. Agree on a long-term plan designed to meet financial objectives. Analyze appropriate product options. Implement plan with appropriate products and services. Work to provide value added services.
Have you asked yourself any of these questions? Our planning process can help answer these questions and more. How much should I be saving for my retirement? How much income can I expect at retirement? Can I expect income from governement programs? Should I consider an annuity, LIF, or RRIF? Do I have an appropriate investment retirement portfolio? Do I have the appropriate kind of life insurance and do I have enough?
My 30 year career in the Financial Services Industry has helped me to identify and simplify the Financial Planning Process for my clients. As an Advisor, with Assante Wealth Management, I am able to taylor investment solutions to meet all of our clients' needs.
Registered Retirement Savings Plan (RRSP) Registered Retirement Income Fund (RRIF) Registered Education Savings Plan (RESP) Locked-In Retirement Account (LIRAs), Life Income Fund (LIF), Locked-in Retirement Income Fund (LRIF) Annuities
Insurance products and services are provided through Assante Estate and Insurance Services Inc. Individual Pension Plan (IPP) Executive Retirement Account (ERA) Retirement Compensation Arrangement (RCA) Buy Sell Funding
