Assante advisors with published cash flow and debt management 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.

We start by getting to know you — your goals, values, family dynamics, and financial realities. Whether you're looking to retire early, support aging parents, or help your kids through university, we begin with what’s most important to you. Key Services: Financial Planning Education Planning Goal Setting & Cash Flow Analysis

…alth Advisor by assisting clients with detailed planning and budgeting for their life goals. He has created an in-depth cash flow method that helped his clients minimize their debt by providing a thorough financial, insurance, and estate plan. As Wealth Advisor with Assante Capital Management Ltd., and an Insurance Advisor with Assante Estate and Insurance Services Inc., Avi has fulfilled his goal of helping others. He takes p…

…ing we will spend one to two hours to get to know more about you and your financial objectives. In this step, we will need all of your financial statements that include insurance, debts and current investment holdings. We will also go over your cash flow and estate issues and any other financial concerns that you may have. This information allows us to begin formulating financial strategies to best help you achieve your goals.

…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

Almost everyone incurs debt at some point in their lives. That’s why debt management should play a fundamental role in your financial plan. It is important for you to have the capacity to pay for unplanned expenses or major life changes. By assessing your current debt situation, we can assist you in handling your current debt and assess how well prepared you are to handle any upcoming financial commitments or unforseen expense…

Call me to discuss: *Insurance products and services are provided through Assante Estate and Insurance Services Inc. Tax planning Divorce and Separation financial planning Retirement income planning Estate planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

Cash management is more complicated than keeping money safe and protected. There are strategies that can help companies and individuals make the most out of their available cash.

Almost everyone incurs debt at some point in their lives. That’s why debt management should play a fundamental role in your financial plan. It is important for you to have the capacity to pay for unplanned expenses or major life changes. By assessing your current debt situation, we can assist you in handling your current debt and assess how well prepared you are to handle any unforseen events. Mortgages, Loans, Lines of Credit…

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

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*

…lexibility and sound financial management in an often unpredictable economy. The team also provides solutions and strategies for private businesses and individuals to assist with wealth accumulation and personal cash flow. Passions and Involvement Dave is an avid cross-country runner, and coaches his local minor hockey, volleyball and softball teams. With his family, he helps in the fundraising efforts of the Surrey Food Bank.

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.

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

…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

…nancial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning. Discover the Assante difference. Call me to discuss: Tax and estate planning Retirement income planning Investment planning advice Mortgage and debt management Insurance planning Insurance products and services are provided through Assante Estate and Insurance Services Inc.

…or the future and also to make sure their day-to-day finances are in order in regards to banking fees and interest costs. I work to ensure that clients who are close to retirement have a portfolio that meets their risk tolerance and future income needs. Also, working with clients who are retired to help them manage cash flow, including taxation. In summary, I work to be a resource for clients with regards to any money matters.

…, should I in the future? • Do I need insurance – if so, what kind and how much? • How can I decrease how much I am paying in income taxes? • I am earning a decent amount of money but I feel like I am not getting ahead. How can we structure my cash flow differently? I always welcome an initial conversation to see if we are a good fit. I can be reached by email at efitzgerald@assante.com or by direct phone call at 613-877-3993.

…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

Almost everyone incurs debt at some point in their lives. That’s why debt management should play a fundamental role in your financial plan. It is important for you to have the capacity to pay for unplanned expenses or major life changes. By assessing your current debt situation, we can assist you in handling your current debt and assess how well prepared you are to handle any upcoming financial committments or unforseen expens…

…Planning Integrated Wealth Management Investment Planning Advice Cash and Money Management Solutions Charitable Giving Debt Management We focus on the areas that matter most to you to help bring peace of mind to your financial affairs. Once we have identified your lifestyle and estate objectives, and collected the required data , we bring in the appropriate specialists to create comprehensive solutions. These solutions can be…

- 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.

…forward. If you’re juggling family-related costs and mortgage payments, counting down to retirement… You have a healthy cash flow, substantial investments, and no debt. But you still have significant costs to consider, a retirement to plan for, and a need to consolidate and simplify your investment structures and save on costs. You don’t want to manage a portfolio yourself, and find financial decision-making intimidating. You…

Almost everyone incurs debt at some point in their lives. That’s why debt management should play a fundamental role in your financial plan. It is important for you to have the capacity to pay for unplanned expenses or major life changes. By assessing your current debt situation, we can assist you in handling your current debt and assess how well prepared you are to handle the future.

Estate 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 Wi…

Did you know we have access to mortgage and loans? We have relationships with Manulife Bank and National Bank that will provide you with in-home service at competitive rates without the hard selling pressures of traditional banks. Talk to us today about how we can help reduce the amount of interest you will pay over the life of your mortgage. Using borrowed money to finance the purchase of securities involves greater risk than…

…ce field and the CERTIFIED FINANCIAL PLANNER® designation in the wealth planning field. He also has certifications as a Cash Flow Specialist. Jan recognizes the importance of keeping up to date in his industry. He invests time in continuing education courses and attends industry related conferences on an annual basis. Jan enjoys working with his clients. Everyone has a unique life story and he finds it fascinating to listen to…

How to Fund Your Retirement Dreams (May 2016 Snapd) The Cash Flow Plan discussed on RogersTV (Video) The Cash Flow Spreadsheet

…d. He provides personal financial and tax planning services to our clients and specializes in tax, investment analysis, cash flow and risk management. Jerry's main objective is to build a long term client relationship with you by providing top quality service through careful attention to detail and an understanding of your individual needs. He has developed several financial and tax planning strategies which, when implemented,…

…t makes a difference to you and your community. Almost everyone incurs debt at some point in their lives and that’s why debt management should play a fundamental role in your financial planning. It is important for you to have the capacity to pay for unplanned expenses or major life changes. By assessing your current debt situation, we can assist you in handling your current debt and assess how well prepared you are to handle…

…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

…assisted their clients to: Retirement Planning Tax and Estate Planning Advice for Business Owners Investments Cash and Debt Management Charitable Giving Solutions Risk Management Plan for Life Changing Events Allocate cash flow more efficiently to reduce overall taxation Arrange "Cash Damming" to convert non-deductible debt Implement corporate funded insurance strategies Structure holdings to maximize ultimate wealth Plan the…

…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