Assante advisors with published business-owner planning information

…over the Assante difference. Call me to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Life Insurance planning Insurance products and services are provided through Assante Estate and Insurance Servi…

…s considered to be an elite status for professional financial advisors. Avi can assist individuals, business owners and professionals in risk management, wealth creation and estate planning. Avi grew up in Markham, Ontario while his parents were born in Guyana. He loves to spend time with family and friends, supporting the Toron…

…e is right for you. Tax and Estate Planning Strategies Wealth Management Retirement Income Planning Business Succession Planning Investment Advice Charitable Giving Insurance Solutions

…ss: 902-407-9927 or email bob.mackay@assante.com Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

…essionals to provide a legendary customer experience to a select group of individuals, families and business owners. My expertise lies in wealth and estate planning, business succession planning and planning for life’s expected and unexpected events. I help my clients with the following: – Tax efficient retirement planning and w…

…independent unbiased advice and unparalled personalized service. I specialize in working with small-business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for the future and live happier and more fulfilled lives. As a trusted financial guide I help my clients make better decision about t…

…siness from income loss, tax-sheltering investments, supplementary retirement income, planning your business succession and offsetting estate taxes so that your beneficiaries can keep assets intact.

…te "bottom-line". Our success or failure is dependent on our clients' successes of failures, and as business owners we are here for the long-term, so our clients are always dealing with the same people. Experience counts.

…ice that integrates both asset growth and risk management strategies for individuals, families, and business owners. Casey works closely with clients to understand their full financial picture and provide guidance that reflects their goals, values, and long-term vision. He is known for delivering thoughtful, strategic advice roo…

…re you strike the balance between business and personal needs. DOWNLOAD A SAMPLE FINANCIAL PLAN FOR ENTREPRENEURS From working with other entrepreneur clients, I am able to share my experiences and learn from their experiences to the benefit of all of my clients. With real life scenarios as my foundation and an understanding of…

…tirement, and estate planning. From the initial plans of a growing family to the complex needs of a business succession plan, Clint and his team help his clients make, and execute, well informed financial decisions. He literally removes the stress. After graduating with a Finance degree from Griffith University in Queensland, Au…

…tailed financial plans for clients, which includes helping families, incorporated professionals and business owners work through planning decisions; evaluating and prioritizing their goals and ensuring that their finances are on track to meet those goals. I help with investment recommendations and evaluating credit risk, estate…

…is has been a part of the Assante family since 1999 and has been helping individuals, families, and business owners achieve their financial and lifestyle goals. Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice. Curtis's integrated wealth planning approach helps his clients…

…anification financière , elle a acquis au fil des ans une solide expertise auprès d’une clientèle d’entrepreneurs, de professionnels et de retraités. Cynthia est reconnu pour son efficacité, son écoute et son dévouement pour ses clients. Elle excelle dans l'accompagnement de sa clientèle par l'établissement d'une démarche de pla…

Call our team to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

…aits have helped me build my business and raise my family. My approach to helping clients and small business owners become financially secure is, to me, no different from what I would prescribe for my own business and my own family. When I work with clients, it is always with their best interest in mind. I offer the same level a…

…and complexities you may face along the way. Our clients include dentists , health professionals , entrepreneurs , and high-net-worth individuals and families who want to take control of their financial future, achieve their goals, and live their dreams.

…eir individual wealth plans. In particular, he focuses on tax and financial planning strategies for business owners, professionals, and other affluent individuals and families. Chris joined CI Assante Private Client in 2021 after working in public practice as the tax partner at a local firm in Oakville. In his previous role, he…

…h Assante Estate and Insurance Services Inc. Tax and estate strategies Retirement income strategies Business succession strategies Investment advice Cash management Charitable giving Mortgage and debt management Insurance strategies*

…the next generation. Working with his team, they provide peace of mind for successful families and business owners so they can focus on the things that matter most to them. David is also a CFA charterholder.

…: Certain types of investment income are taxed at very high tax rates within a corporation. We show business owners how to invest tax-efficiently, maximizing after-tax income to the business and themselves. Maintaining flexibility for an early sale : Business owners don’t always solicit buyers. Sometimes buyers will approach wit…

…over the Assante difference. Call us to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning* Group Retirement & Insurance Benefit Programs

Small business owners face a unique set of challenges where the lines are often blurred between business requirements and personal financial goals. Unfortunately, many owners are too busy running their business to worry about personal financial planning. The following are some issues that we will discuss with business owners: Em…

If you're a business owner, we're here to support you in protecting the business you've worked hard to build. Our aim is to maximize its value and facilitate a smooth, tax-efficient transition of ownership. We'll collaborate to explore various options, tailoring a comprehensive succession plan that aligns with your unique needs…

…over the Assante difference. Call me to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

…ed through working with their existing professionals. Planning is especially important if you are a business owner. Should you be taking dividends or a salary? Are holding company funds invested in a tax efficient manner? The planning I am able to offer a client with the help of United Financial, a division of CI Private Counsel…

…y 30 years of experience in financial services, I’ve made it my priority - and my passion - to help business owners and high‑net‑worth individuals in Laval and the Greater Montreal area build lasting wealth. Combined with a Bachelor of Commerce in Finance (minor in Economics) and a Master of Science in Finance (MSc), my experien…

…Ltd. As a fiduciary, he always acts in the best interests of his clients—individuals, families, and business owners alike. His approach is outcome- and solution-based rather than transactional, focusing on achieving long-term clarity, confidence, and financial well-being. Glenn designs personalized wealth plans that help familie…

- Tax and estate planning - Retirement income planning - Business succession planning - Investment planning advice - Cash management - Charitable giving - Mortgage and debt management - Insurance planning Insurance products and services are provided through Assante Estate and Insurance Services Inc.

For more than 18 years, Ivan has been helping individuals, families and small business owners develop comprehensive financial strategies to achieve their dreams and goals. This involves incorporating a balanced investment strategy, along with proper tax and estate planning services. Among the greatest strengths Ivan brings to hi…

…Planning Retirement Planning Tax Planning Net Worth & Cash Flow Planning Income & Asset Protection Business Succession *Insurance products and services are provided through Assante Estate and Insurance Services Inc. Structuring your affairs for a tax-efficient transfer to your heirs and/or charities Values-based focus Family fi…

…to live in your chosen lifestyle for the remainder of your lifetime. These are just two examples of business succession plans. Come talk to us today and we can help guide you to decide what is best for you and your business.

We work with families, people preparing for retirement, retirees and small to medium size business owners that are looking to minimize risk and maximize their financial capabilities. We customized our services for clients who: are serious about personal financial freedom and have important financial and life goals. want their mo…

…ol Sandwich Generation Summer 2018 Monthly Minute Summer Vacation Homes Charitable Giving Guide For Business Owners June 2018 Monthly Minute Behavioural Finance Tax Free Benefits For Your Business Technology Stocks and Long Term Investing May 2018 Monthly Minute Income Sprinkling Most missed Tax Savings Opportunity Decluttering…

…inesses. If you are not covered by a group health and dental plan, are self-employed or are a small business owner, the Association Health and Dental Plan may be right for you.

We work with business owners and are business owners ourselves. Our recommendations and advice come from many years of experience. We manage wealth proactively, so you can focus on what you do best.