Assante advisors with published education planning information

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire. If you are looking for a financial sol…

…nning - Tax and Estate Planning - Cashflow and Mortgage consultation - Registered investments including RRSP's, TFSA's, RESP's, RDSP's. RRIF's, LIRA's and LIF's - Non registered investments - Life insurance - Disability insurance - Critical illness insurance - Group benefits - Group RRSP's and TFSA's - Mutual funds, Segregated mutual funds, annuities, GIC's and Managed money solutions Insurance products and services are provid…

TFSA (Tax-Free Savings Account): Grow your savings tax-free and withdraw anytime. RRSP (Registered Retirement Savings Plan): Defer taxes and reduce your taxable income today. RESP (Registered Education Savings Plan): Save for education with government grants.

(RESP) Registered Education Savings Plan A savings program for post-secondary education that earns tax-sheltered income. It is taxable when taken out by the beneficiary of the plan who is generally in a lower tax bracket, if in a tax bracket at all, at the time of applying the funds for further education. (OAS) Old Age Security A pension payable to all persons age 65 of older, who meets both the income need and residency requi…

…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…

…bilities, and determine how decisions will be made. Compile account statements and other documents; discuss retirement, children's education (if applicable), and other goals; determine risk tolerance (investor profile); explore general values and priorities in the areas of work, family, and personal fulfillment. Determine what you need to do to reach your goals. Consider all areas: investing, insurance, debt management, busine…

…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, fulfiling a lifelong ambition or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Mananging your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments…

…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

…fe to help you navigate all of the challenges and complexities you may face along the way. Whether it's a worry free retirement, savings for your children's education, fulfilling a lifelong ambition, leaving a legacy to your loved ones or charitable cause, we can work with you every step of the way to help you achieve peace of mind. What are the benefits of working with an advisor? Please click value of working with an advisor

…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. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the ri…

…s; 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 Savings Accounts GICs Flow Through Shares ETFs Wrap Products IPOs Life Insurance Disability Insurance Critical Illness Insurance Long-term Health Best Doctors Program Mortgage Insurance Travel Insurance Ann…