Assante advisors with published business-owner planning information

…ients since November, 1997. For more than 29 years James has been helping individuals, families and business owners build stronger financial futures. His approach is grounded in experience, integrity, and a commitment to understand each client’s goals. James’s education began with a Bachelor’s of Commerce degree from the Univers…

For over 15 years, Joan Cosby has been assisting individuals, families and business owners achieve a successful balance between their financial goals and philanthropic intentions. With a strong background in Canadian tax law, Joan helps to develop strategic financial and estate plans that include tax efficiencies, efficient weal…

…inancial advisor, Joe has helped many clients reach their financial goals. Joe has helped families, business owners and professionals choose, invest, and manage plans to best suit the client’s needs. This has provided Joe’s clients with safe investments and excellent returns. As a financial advisor, Joe‘s main goal is to help yo…

…ing of estate planning and tax efficient strategies. Jonathan and his team work with professionals, business owners and retirees alike to help them save taxes and transfer assets to the next generation. Jonathan has completed his Canadian Securities Course and Wealth Planning Course, and has his Chartered Investment Manager (CIM…

As a Certified Financial Planner®, I am passionate about helping individuals, families, and business owners make informed financial decisions with confidence. Since joining CI Assante Wealth Management Ltd in 2016, I have been dedicated to building long-term relationships with clients by providing personalized advice and excepti…

…hey have and exactly where they want to be in the future. Our advisors work hand in hand with small business owners. With the assistance of our group of professionals, lawyers, accountants, insurance specialists, they will help with the various stages of business growth. They will make sure that succession planning and tax plann…

…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 Debt management Insurance planning

…self in a number of forward-looking programs, including 11 years of the Strategic Coach program for entrepreneurs; professional public speaking programs; programs focusing on the psychology and human behavior around money; and various personal development courses which enhance her abilities to guide her clients. Marilyn also has…

…r investment, wealth and estate situation. With exceptional knowledge of the issues and concerns of entrepreneurs and professionals Martin & Associates have assisted their clients to: Retirement Planning Tax and Estate Planning Advice for Business Owners Investments Cash and Debt Management Charitable Giving Solutions Risk Manag…

…Mortgage and debt management Insurance planning Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving

…ice Cash management Mortgage and debt management Retirement income planning Tax and estate planning Business succession planning Charitable giving

…always open to having a conversation to see if you are a fit for our services. We tend to work with business owners and individuals that face complexity in managing their wealth. Of course, we also have to be the right fit for you. Financial Planning Canada has a recommended 10 questions to ask any planner you are considering wo…

Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management *The Wealth Planning Group is a part of Assante Private Client which is adivision of CI Private Counsel LP, and an indirect, wholly-owned subsidiary of CI Finan…

Our services are designed to benefit business owners and their families who: Are serious about personal financial freedom, and have important financial and life goals. Want their wealth managed prudently and intelligently based on logic and expertise – not on marketing hype. Delegate tasks that are outside their area of expertis…

…children's post-secondary education. Beyond traditional planning, Pam also works closely with small business owners to address their unique financial needs, including tax-efficient investment strategies and preserving business assets. Her knowledge extends to retirement income planning, where she helps clients transition from we…

…ck has been providing financial and business planning for the past 20 years with a concentration on business owners including farmers. He is the eastern Ontario representative of the Assante Ag Group, a national farm advisory group that assists Canadian farm families in the areas of tax planning, retirement planning and wealth t…

…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

…educe risk, preserving there hared earned wealth. Our clients can be broken down into 3 categories: Entrepreneurs/Professionals, Retirees and Multigenerational families. Entrepreneurs/Professionals Retiree Multigenerational Family If you do not have the complete confidence to answer yes to these questions, we believe a conversat…

…, she specializes in retirement forecasting and wealth management serving individuals, families and business owners. Over the course of her career, Paula has guided clients through all market cycles and life's transitions - always with a focus on long-term financial health and personal wellbeing. Paula takes pride in simplifying…

…cially responsible investing. Rafael is passionate about educating individuals, families, and small business owners on the complexities of financial planning, investment strategies, and wealth management. He believes that informed clients are confident clients and takes pride in guiding them through every step of their financial…

…owledge and experience allows him to support every client situation – whether individual, family or business owner. Having owned retail and service businesses, Rob relates to other business owners. Rob fully understands the realities of cash flow, business partner dynamics, employee management issues, and financial challenges an…

…rategies to address the challenges regarding saving for retirement, planning for your estate needs, business succession planning, tax optimization and much more. Module 4 Monitor and Review We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your lives as well as in the investment mark…

…legacy to your loved ones or a cherished cause. We are focused on helping individuals, families and business owners meet their financial goals. Our “Step-by-Step” approach simplifies and enhances our clients' lives.

Our clients are families. Our clients are individuals. Our clients are business owners. Our clients are executives, managers, sales professionals and teachers. Our clients are unique in their goals and dreams yet common in their desire to enhance and protect their wealth. My role is to work with our clients throughout their life…

…t integrates all aspects of your situation - Tax and estate planning - Retirement income planning - Business succession planning - Investment planning - Cash management - Charitable giving and much more.

Shane is a wealth management specialist with a focus towards working professionals and business owners. His experience, education, and client-centric style make him a vital resource for his clients. With a passion for teaching and learning Shane has become a principal resource for those that appreciate his ability to playfully w…

…areas: investing, insurance, debt management, business planning, tax planning, retirement planning, business succession planning, and estate planning. Decide which outside professionals, if any (accountant, lawyer, other) are required to complete the plan. Prepare a written list of recommendations. Review recommendations. Explai…

…by working with a high quality trusted advisory team covering all aspects of their financial needs. Business owners looking to coordinate personal business and investment planning in a tax efficient manner. Successful entrepreneurs who want to preserve their wealth and mitigate taxes. Executives and other professionals in their…

…r the Assante difference. Contact 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

…ent practice has focused on taking charge of and managing the unique and complex financial needs of business owners, executives, incorporated professionals, and their families. Suhel works closely with his clients to simplify and enhance their lives by providing the knowledge and confidence they need to make well-informed financ…

Succession Planning for Business Owners Establishing and running a successful business is a great accomplishment. Ensuring that the business survives and thrives after your retirement or upon transfer to the next generation is an even greater accomplishment. We help successful entrepreneurs and business owners plan exit strategi…

…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 Insurance products and services are provided through Assante Estate and Insurance Services I…

…gies. Experience in both accounting and investment services enables me to provide a unique skill to business owners by integrating the financial planning for both personal and business interests. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultatio…

…u can focus on what really matters: growing your wealth and securing your legacy. Whether you're an entrepreneur, a healthcare professional, a dentist or looking to make informed financial decisions, I'm here to guide you every step of the way. Together, we'll develop a comprehensive wealth management strategy that aligns with y…

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 Insurance products and services are provided through Assante Estate and Insurance Services Inc.

…Assante difference. Contact us today to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Insurance planning Your Complete Financial Picture