Assante advisors with published business succession planning information

…your main source for all of your wealth needs, I can help you make the right decisions. Discover 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 Services Inc.

…little to invest. We believe, there is no such thing as a bad time to start, or an investment too low. Everyone starts somewhere. Below is a list of our financial planning services, and when you’re ready, reach out to us and we will find which one is right for you. Tax and Estate Planning Strategies Wealth Management Retirement Income Planning Business Succession Planning Investment Advice Charitable Giving Insurance Solutions

…ell-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Discover the Assante difference. Call me to discuss: 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

…rience 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 wealth protection – Trust and estate planning – Saving for children’s education – Insurance needs – Business succession planning – Charitable givin…

…f objectives. Whether through our Wealth Planning group or through a separate needs analysis we can explore the ways that insurance can assist you in reaching your personal and business goals, including protecting your family and business 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.

If you’re a business owner, we can help you protect the business you have worked so hard to build, maximize its value and transfer ownership smoothly and tax-effectively. We will work together to review all the options available to you and help you plan accordingly, from establishing buy-sell agreements to family limited partnerships and limited liability companies. Our specialists will examine your present corporate structure…

Business Succession Planning Strategies A common story that highlights the value of properly investing time into business succession planning is often highlighted by the story of the classic entrepreneur that started from scratch and is now faced with the task of planning the business for a future owner. Many entrepreneurs watched their companies grow into successful money-making firms. When the idea of succession initially ar…

…ld of investment, retirement, 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, Australia, Clint began as a corporate finance analyst for an investment bank, late…

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

Call me to discuss any of the services mentioned below in more detail or get more information by visiting my comprehensive website . Tax planning Estate planning Insurance planning Retirement income planning Business succession planning Investment planning advice Cash flow and debt management Charitable giving

…used on tax advisory and consulting services to owner-managed companies in the areas of retirement and estate planning, business succession planning, purchase and sale of a business, compensation planning and corporate reorganizations. Chris also previously served as a senior tax manager at BDO Canada LLP in Burlington. His overall professional experience in wealth planning exceeds 15 years. Chris is a Chartered Professional A…

Call me to discuss: *Insurance products and services are provided through 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*

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

…l-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Discover 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

…-income splitting with family members -capital gains exemption -charitable donations -partnership or Shareholder agreements Estate Planning -will and probate planning -business succession planning -sale of the business -estate freezes Insurance Planning -insurance needs assessment -structuring a policy CONTACT US TODAY FOR AN APPOINTMENT Insurance products and services are provided through Assante Estate and Insurance Services

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 and objectives.

…plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Discover 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

…plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Discover the Assante difference. Call me to discuss: Tax and estate plannin Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

- 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.

…Planning Investment 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 financial philosophy Financial independence, family legacy, social legacy Wills, t…

…ow you as well, or better than you know yourself financially, for the purpose of assisting you in setting and meeting your goals in life". Whether your needs are a detailed retirement plan, customized cash management, advice on trust structures, tax and succession planning or if your needs are corporate restructuring of a small business, for sale, succession or creditor protection, James' expertise and dedicated team can help.

…e passed to others as a result, which can produce a variety of potential tax and non-tax benefits. You will generally only consider implementing an estate freeze once you have accumulated sufficient wealth 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.

…Bills, GIC's, Bonds, Stocks, and large array of Mutual Funds Self-directed RRSP's, RRIF's, RESP's. Insurance, Estate & Succession Planning Services Make the best financial decisions for you! Assess your current situation and make planning recommendations to help you reach those goals. Provide comprehensive investment advice based on a balanced portfolio philosophy Protect your lifestyle by providing appropriate insurance Offe…

Estate and Succession Planning: The ultimate goal is to deliver a sustainable lifestyle and tax efficient income throughout retirement followed by the seamless transition of your legacy to beneficiaries. MOTTO: *Empower through education so that you may make informed decisions *Exceed expectations through attention to detail I am only a phone call or email away Tel: 514 952 3499 Email: jpbeauchamp@assante.com

…derstands exactly what they 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 planning opportunities available to you, the small business owner, are addressed.

…formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Discover 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

…plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Discover the Assante difference. Call me to discuss: Mortgage and debt management Insurance planning Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving

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

…x planning and estate planning, to your personal and family wealth, to your business interests. Discover the Assante difference. Call us to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning Education savings plans Charitable giving Disability savings plans Insurance planning Insurance products and services are provided through Assante Estate and Insurance Services Inc.

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 Financial Corp.

…strategies and recommendations factor in many dimensions of your personal situation Understanding the changing client scenario – communication and Client-Advisor dialogue allows for comprehensive planning and advice We discuss a range of financial topics (tax, estate, investment planning, debt planning, retirement, pension, corporate management, business transition, insurance, etc.) and how they may impact your plan and goals

We can help you protect the business you have worked so hard to build. We work together to review all the options available to you and help you plan accordingly, from establishing buy-sell agreements to family limited partnerships and limited liability corporations.

…ns like “Do I have enough?” and “How much do I need to save?” Having a number of unanswered questions in the midst of a business transition (sale, succession, expansion). Finding ways to simplify the complexity of their financial life. Finding the right team of professionals (wealth advisor, accountant, lawyer) who can deliver the value-added services that are needed. Determining how best to construct, build, and monitor an in…

…plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Discover 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

…opportunities we have with our own families. Whether it be retirement income planning, navigating the markets, cottage succession planning, business exit strategies or even putting our kids through school. The advice we give reflects the understanding that families work hard to provide for today, to save for the future, and most importantly protect what they have worked so hard to build. Ensuring that this generation and the…

…n in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. We pull all the pieces together to provide you with the big picture – an overall perspective that 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.