Assante advisors with published charitable giving 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.

As your life evolves, so does your financial picture. We help you think ahead — not just about retirement, but about what you want to leave behind. Your plan includes thoughtful strategies for passing on wealth, minimizing taxes, and supporting causes you care about. Key Services: Estate Planning Intergenerational Wealth Transfer Charitable Giving Strategies

…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

…ection – Trust and estate planning – Saving for children’s education – Insurance needs – Business succession planning – Charitable giving solutions I take the time to listen to my clients’ wants and needs which not only allows me to build a comprehensive, personalized wealth plan, but more importantly it provides my clients with peace of mind and a worry-free retirement. I am focused on managing my clients’ risk and I invest t…

…roperty Planning a will Individual pension plans Tax planning for the transfer of your family farm Incorporating your business or professional practice Retirement compensation arrangements Shareholders' agreements Tax planning for the sale of your business Ceasing Canadian residence Planning for incapacity or a disabled beneficiary Charitable giving, private and public foundations, making donations of cultural property and art

…ncial situation. Based on personal and business interests, Brock coordinates strategies for tax, estate, investment and philanthropy around your personal and business interests. You will benefit from the personalized wealth management solutions created for you, which walks you through every step of the way to reach your financial goals and aspirations. Brock helps you get your financial affairs in order - and keep them that wa…

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

Have you noticed how famous business leaders, actors and athletes all have their favourite charities? What is the benefit of charitable giving? How can you make the world a better place with philanthropy?

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*

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

…vidends -retirement savings Tax Planning -incorporation -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 ar…

Incorporating charitable giving into your comprehensive wealth plan offers numerous advantages for you, your heirs, and both local and global communities. When seamlessly integrated, philanthropy becomes a tax-efficient avenue for transferring your wealth while contributing to a cause that holds personal significance. Whether you're making a substantial donation to a cherished charity or establishing a foundation, our team has…

…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

…Legacy and Estate 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. Thes…

…a bigger impact in their community with tax smart giving. Glenn is involved in the area of tax savings strategies with philanthropy. Helping people create gifts for their community to better the world. Glenn’s passion is sharing his knowledge and ideas, inspiring people to create a big impact. Educating people on the impact of their money. Glenn and his team create Retirement Income Plans that offer confidence in answering th…

- 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.

…e capital necessary to fulfill a variety of needs including income replacement, debt repayment, estate equalization and charitable giving. Let our team complete a throrough needs anaylsis to ensure that you and your family are prepared. We offer the following products that we can customize to complement your wealth plan: Insurance products and services are provided through Assante Estate and Insurance Services Inc. Term Life I…

Market Updates - How do bonds help the portfolio. Overcoming low rates with active management Donor-Advised Funds - Support the Causes You Care About Managing Money for the Younger Investor - For those in the early stages of building wealth

…s and we build a comprehensive wealth plan that will help you achieve them. While Wealth Management is a broad term that can often encompass a range of disciplines, our clients come to us seeking: Unbiased advice Personalized wealth planning Protection of loved ones Guidance through life events Tools to create good inheritors Philanthropy and legacy planning Pension style investing Tax savings Performance and cost transparency

…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 wealth transfer and effective charitable giving strategies. Planning for and dealing with major life events are challenging when they touc…

…lutions. Together with his dynamic team and strong network, he is able to properly advise clients and businesses throughout every phase in their lives. Having lost his father at a young age to Cancer, Joe is deeply rooted in trying to help and inspire others through healthy lifestyle choices. He volunteers his time to many charitable organizations and is committed to helping others achieve their philanthropic goals and causes.

Including charitable giving as part of your overall wealth plan can become beneficial not only to yourself and your heirs, but for those in your local community or in countries across the world. To ensure that your planned giving has the greatest impact, whether it’s a significant gift to a favourite charity or establishing a foundation, we have access to the tax, legal, and estate planning professionals to help guide your phi…

…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

Including charitable giving as part of your overall wealth plan can have many benefits for you, your heirs, and those in your local community or in countries around the world. Our wealth planning team can help you develop a personal strategy to bring your legacy to life. We help you to decide the best way to structure your estate, what type of trusts will be set up, how family assets will be transferred to your beneficiaries t…

…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.

Charitable giving as part of your overall wealth or estate plan can have many benefits for you, your heirs, and the legacy you wish to leave for those in your local community or causes across the world. To ensure that your planned giving has the greatest impact, whether it’s a significant gift to a favourite charity or establishing a foundation, we have access to the tax, legal, and estate planning professionals to help make y…

…camping and skiing in the Rockies and Kananaskis country in our free time. If you’re interested in talking to an experienced, accredited and caring Financial Advisor about your retirement plan, investment portfolio, insurance needs, philanthropic and tax strategies, or simply want to have a conversation to get a better understanding of who I am and how I work with my clients, please reach out and lets set up a time to connect.