Assante advisors with published education planning information

…and implementation of their investment programs. She provides financial advice to clients to help them identify and achieve their financial goals. She is well versed with registered plans (RRSPs, RRIFs, TFSAs, RESPs) as well as tax-efficient investing for open (non-sheltered) investment accounts. Andrea was born and raised in Toronto and enjoys travelling, hiking, watching ballet and spending time with her friends and family.

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

…elp you gain peace of mind and achieve your plans for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financi…

Insurance products and services are provided through Assante Estate and Insurance Services Inc. Principal-Protected Notes Mutual Funds GICs Government of Canada Bonds Provincial Bonds Wrap Accounts Group RRSPs RRSPs Tax-Free Savings Accounts (TFSAs) RRIFs RESPs Segregated Funds Annuities Life Insurance Deferred Profit Sharing Plans (DPSPs) Defined Contribution Pension Plan

…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 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-f…

…ts offered through Assante Estate and Insurance Services Inc. RRSP, LIRA, LRSP and OPEN Accounts RRIF and LIF Accounts RESP Accounts (RESP) Tax Free Savings Accounts (TFSA) Registered Disability Savings Accounts (RDSP) Retirement and Estate Planning Stocks and Bonds Limited Partnership Flow Through Share Mutual Funds Life Insurance and Segregated Funds* Long Term Care Insurance* Critical Illness Insurance* Disability Insuranc…

Investment Advice and Management - Investments, RRSPs, RRIF’s, RESPs and Tax Free Savings Accounts (mutual funds, segregated funds, GICs, and advanced portfolio strategies that are client customized for specific financial goals, risk tolerance levels and timelines at the portfolio level; and managed tactically at the pool level by world-class investment managers. Comprehensive wealth planning that address client specific needs…

…ilies gain peace of mind and achieve their dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financi…

…lp you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, looking after an elderly or disabled family member, fulfilling a lifelong ambition, paying less tax, gaining financial clarity during the breakup of a relationship, or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealt…

Raising a family in Canada comes with a lot of joy—and a lot of financial responsibility. Between saving for your children's education, paying down your mortgage, planning vacations, and preparing for retirement, it's easy to feel pulled in every direction...

…lp you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financi…

…secondary education gets more expensive every year and we know this first-hand. We can help you build a plan, balancing education savings with your other priorities, so you can invest in your child’s future. We will guide you in identifying the best ways to save for their education and how to action the plan when they are enrolled so they can graduate with minimal debt or even debt-free. Investing in your family’s future is im…

…lp you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, our team can work with you every step of the way. Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your…

…lp you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, we can work with you every step of the way. Managing your wealth can be complex and time-consuming. We simplify matters by addressing all aspects of your financial w…

University Cost Estimator Ontario Student Assistance Program Tax Benefits Of An RESP

…al plan customized to your unique situation. 2. I will develop a financial strategy to identify savings for retirement, children’s education, charitable initiatives, estate and tax planning and insurance needs including life, disability, critical illness and long term care. 3. We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your lives as well as in the investment markets, tax law…

…lp you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financi…

…lp you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financi…

…ingston and Ottawa. Whether it is for purchasing your first home, retirement planning, estate planning, saving for your children's education, or setting up a tax effective income stream, I can help you reach your goals. With my high standards and customized approach, I can help you live your life with the confidence that you have an effective comprehensive financial plan in place. I know that money is important and choosing th…

…lp you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financi…

…s your family’s wealth, including your net worth, your cash flow, your investment portfolio, to tax savings strategies, education planning and everything in between. The financial independence roadmap points the direction, the master plan contains the ‘how to’ and fills in the details of the journey. 7. The Tax MiniMiser: By working closely with your legal and tax advisors we conduct a thorough review of your current tax situa…

Registered Retirement Savings Plan (RRSP) Registered Retirement Income Fund (RRIF) Registered Education Savings Plan (RESP) Locked-In Retirement Account (LIRAs), Life Income Fund (LIF), Locked-in Retirement Income Fund (LRIF) Annuities

…e your current financial situation and future goals, and implement a personalized plan to: Grow and protect your wealth with a customized investment portfolio Maximize your income through tax strategies Secure your future with detailed retirement planning Protect your family and business interests through insurance Fund your children's and grandchildren's education needs Preserve and enhance your legacy through estate planning

When your kids are young, it seems like post-secondary education is in the far-away future. But college and university are more important than ever, if we want our children to be successful. And yet the cost of a post-secondary education keeps growing. In 2013/2014, the average annual undergraduate university tuition in Canada for a full-time student was $5,772, compared to $4,025 in 2003/2004. Tuition and related fees are not…

…lp you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, we can work with you every step of the way. Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your finan…

…ment & Tax Planning Treasury 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 providin…

An RESP is a registered, tax-sheltered savings plan that can help you save for your children's post-secondary education. By contributing to an RESP, you may qualify for a Canadian Education Savings Grant (conditions apply). Additional incentives are available for lower income families. Contact us today to start saving for your children's education.

…lp you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financi…

…lp you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financi…

…es from the Canadian Securities Institute. This has allowed Kendall to provide investment advice on individual stocks and bonds, mutual funds, portfolio construction, RRSPs, and RESPs to name a few. Kendall was born and raised in Sudbury, Ontario. He has a very strong connection to the city. He has provided time as a Sessional Instructor at Laurentian University, teaching second and fourth year finance in the Commerce Program.

…s will help see you through any life changing experiences you or your family may have. From planning for a new home, to education planning, pension or retirement planning, divorce and helping with the loss of a loved one. Our team of advisors have the experience and dedication to support and guide you through moments that makes a life change in your family. Our advisors will help you make an informative decision that’s right f…

…years, I have been helping clients achieve their financial goals. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. As a Financial Advisor with Assante Capital Management Ltd., I realize that managing your wealth can be complex and time-c…

…stments utilizing the Environmental, Social and Governance selection criteria, a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I will work with you every step of the way. Creating and managing your wealth can be complex and time-consuming. My role is to simplify your life and save you time b…

…lp you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, we can work with you every step of the way. Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your finan…

…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.

…eds. The TFSA complements existing registered savings plans like the Registered Retirement Savings Plans (RRSP) and the Registered Education Savings Plan (RESP). Registered Education Savings Plan (RESP). A Registered Education Savings Plan (RESP) is an excellent way to ensure your child’s education funds are available in the future. Contributions to an RESP qualify for federal government grants such as Canada Education Savings…