Assante advisors with published cash flow and debt management information

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.

We can refer you to a mortgage-licensed specialist who can help you with a wide selection of lending products. By providing your e-mail address you provide our team with your express consent to send you Commercial Electronic Messages ("CEM") related to finances and/or investments that may be of interest to you. If you no longer want to receive e-mails of this nature you can withdraw your consent at any time by contacting us. Q…

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 future borrowing.

…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

The foundation for building a prosperous financial future starts with a simple concept. Earnings must exceed expenses. Cash and Debt Management planning takes into consideration the opportunities to reduce flexible expenses, to increase non-salaried income, and to appropriately enhance investment return.

Outline Lifestyle Goals and Financial Objectives Financial Growth Profile Analysis Income Replacement Needs Analysis Investment Portfolio Statements Retirement Projections and Cash Flow Analysis

…on – 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 and opportunities in building a business. Others can read about cash flow in business books, but Rob can truly put himself in a business owners’ shoes. Finding Clarity

…mple and systematic, removing any guess work from next steps and action items. Step by step we help you build a budget, cash flow management, regular saving plans, annual tax minimization strategies, along with portfolio construction and management. Your personal financial plan incorporates all elements of your life (personal and corporate if applicable) to lay out an achievable path to your dream retirement. Annual net worth…

…and personal fulfillment. Determine what you need to do to reach your goals. Consider all 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. Explain the rat…

…n 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. 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

…l-being: investments, insurance, tax planning, estate planning, personal and family wealth and any business interests you many have. Discover the Assante difference. Contact me to discuss: Investment Planning Advice - TFSA's Retirement Income Planning Tax and Estate Planning Insurance Planning Education Planning Disability Planning Mortgage and Debt Management Cash flow Management Business Succession Planning Charitable Giving

Wealth Preservation Tops List CBC Episode 6 : The Debt (Starts at 9min) How to Get Debt Under Control

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

…ng-term care insurance*. Tax Planning We work to maximize your after-tax rate of return by designing your portfolio and cash flow to minimize the amount of income tax you pay by regularily monitoring client's individual situation and ever-changing income tax rules. Estate Planning The objective of estate planning is to ensure you distribute your estate to those who you want to benefit at the appropriate time in an efficient an…

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.

…ent. Services: Products: Investment products; Insurance products*; Individual Insurance Planning Group Benefit Planning Debt Management - Traditional mortgages, secured lines of credit Group Benefit products; Financial Planning Retirement Planning Estate & Succession Planning Tax Planning Investment Planning - RRSPs, RRIFs, RESPs, LIRAs, TFSAs, RDSPs, Pension Plans Mutual Funds Individual Stocks Individual Bonds High Interest…