Assante advisors with published charitable giving information

…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

…e goals. In the time that's followed, he has also been quoted in the Chronicle Herald on topics such as Investments and Charitable Giving. Percy's wide range of work experience, engaging personality and constant focus on delivering excellence have made him a valuable team member. Born in Halifax (and straight into skates!), Percy enjoys playing hockey, sailing and skiing. He is quite the cupcake decorator, enjoys winter barbeq…

…ed income in non-registered Corporate Class plans Choosing tax-deferred and tax-exempt options Splitting income among spouses Implementing charitable giving strategies Taking advantage of the tax sheltering available within registered plans Optimizing tax-preferred income in non-registered Corporate Class plans Choosing tax-deferred and tax-exempt options Splitting income among spouses Implementing charitable giving strategies

…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.

…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

It was a pleasure to be a panelist on the Advisor Discussion Panel at the 2018 Mindpath Advisor Philanthropy Conference co-presented by the Canadian Association of Gift Planners GTA Chapter.

…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.

Whatever cause you wish to support, or your absolute favorite charity, we offer strategic gift planning advice that can help you reach your philanthropic goals. Our team has the skills, resources, and partnerships with tax, legal, and estate planning professionals that can help create a plan that is tailored to you. Contact our team for more information about: accounting services legal services estate services

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.