Get a better understanding of your family, your situation, your goals, your dreams, your hang-ups and your views on money. Position the planning process. Gather facts and information. Gather specific data on investments, mortgages, tax returns, group benefits and retirement plans. Enter data into financial planning software. Prepare and draft plan for editing. Review current financial plan if available. Input data and goals for draft wealth accumulation plan. Review opportunities and consider contingencies. Review retirement risks (longevity risk, market risk, inflation risk). Make long-term plans as if we were going to live forever. Plan for contingencies (living too long, not living long enough, injury or illness). Plan strategies to manage the risk including risk avoidance, risk reduction and risk transfer. Risk Management: The process of assessing and determining the financial impact of unexpected events (job loss, premature death, disability or critical illness) and developing a plan to minimize this impact. Assess planning strategies to minimize risk Wealth accumulation plan. Risk management and estate plan
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Becoming a clientHow We Do ItHealth & Travel
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Becoming a client
At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family.
Get a better understanding of your family, your situation, your goals, your dreams, your hang-ups and your views on money. Position the planning process. Gather facts and information. Gather specific data on investments, mortgages, tax returns, group benefits and retirement plans. Enter data into financial planning software. Prepare and draft plan for editing. Review current financial plan if available. Input data and goals for draft wealth accumulation plan. Review opportunities and consider contingencies. Review retirement risks (longevity risk, market risk, inflation risk). Make long-term plans as if we were going to live forever. Plan for contingencies (living too long, not living long enough, injury or illness). Plan strategies to manage the risk including risk avoidance, risk reduction and risk transfer. Risk Management: The process of assessing and determining the financial impact of unexpected events (job loss, premature death, disability or critical illness) and developing a plan to minimize this impact. Assess planning strategies to minimize risk Wealth accumulation plan. Risk management and estate plan
Manulife Financial offers Health, Dental and Extended Health Care benefits with the following options: * Coverage for Individuals and Families * Coverage for those who are self-employed or those whose group benefits have been terminated Flexcare offers 7 different health and dental plans (3 of which are guaranteed issue) and many add-on benefits so that you can design a health plan that best meets your specific needs. FollowMe offers 4 guaranteed issue plans which are designed to "bridge the gap" for people who are leaving a group plan due to job loss or retirement so that their health and dental coverage is not interrupted. As long as you apply within 60 days of leaving your group plan, you are guaranteed acceptance with FollowMe. Manulife Health & Dental Insurance Association Health and Dental plans offer 8 different plan choices with options for Dental only and Dental + Drug benefits. Manulife Association Health & Dental Insurance Manulife Financial offers the following travel insurance options: *Out of province/out of country travel insurance for Canadians *Visitors to Canada travel insurance *Student travel insurance Manulife Travel Insurance Insurance products and services are provided through Assante Estate and Insurance Services Inc.
