Assante advisors with published estate and legacy planning information

…t 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. Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by…

…tegies for passing on wealth, minimizing taxes, and supporting causes you care about. Key Services: Estate Planning Intergenerational Wealth Transfer Charitable Giving Strategies

…i can assist individuals, business owners and professionals in risk management, wealth creation and estate planning. Avi grew up in Markham, Ontario while his parents were born in Guyana. He loves to spend time with family and friends, supporting the Toronto sports teams playing competitive soccer and softball and going to his f…

…rvices, 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

…ing 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 financial well…

…in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your trusted advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate…

…nce to a select group of individuals, families and business owners. My expertise lies in wealth and estate planning, business succession planning and planning for life’s expected and unexpected events. I help my clients with the following: – Tax efficient retirement planning and wealth protection – Trust and estate planning – Sa…

…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 Insurance* Mortgage Insurance* Health, Dent…

…ent specific needs: retirement income sustainability; risk management; tax minimization strategies; estate planning and wealth transfer objectives. Risk management – insurance planning and coverage appropriate to address life, disability, critical illness and supplemental health benefits. Cash management solutions – Canadian and…

…ck that you will need to make some changes in order to achieve your goals. 3. The Estate Plan : The estate planning process involves several key components: a. understanding your current circumstances and intentions, your projected tax liability on death, what assets will be available on your death and how they are owned. b. est…

…was responsible for creating and providing highly specialized investment, portfolio management and estate planning services for the top clients of these institutions. As a Financial Planning Advisor for the past seventeen years, Bryan brings his unique and extensive wealth of knowledge to each of his clients in the pursuit of t…

…ing 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 financial well…

…L PLANNER® professional and Chartered Life Underwriter® (CLU®), Casey specializes in retirement and estate planning, investment management, and taxation. He is also fully licensed in life insurance, enabling him to provide well-rounded advice that integrates both asset growth and risk management strategies for individuals, famil…

…elong 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 wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well…

…sted wealth advisors, lawyers and accountants with specialized knowledge and experience in the tax, estate planning, wealth transfer and other special issues and rules that affect farmers. I bring the experience and resources of this team to ensure you take a holistic approach to managing your wealth and assets. We can have a po…

…tax planning, portfolio construction and monitoring, risk tolerance assessment, multi-generational estate planning, education funding, insurance needs, and cash flow management. Our role is to co-ordinate all activities to ensure they are working in harmony towards a common goal: Our client’s financial progress. Chris is a Cert…

…in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your trusted advisor, we pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluat…

…ing 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 financial well…

…agement. He works with families and businesses to navigate the world of investment, retirement, and estate planning. From the initial plans of a growing family to the complex needs of a business succession plan, Clint and his team help his clients make, and execute, well informed financial decisions. He literally removes the str…

…re on track to meet those goals. I help with investment recommendations and evaluating credit risk, estate planning, pension transfers, and investment management.

…ing 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 financ…

…parent, I didn't always take the time to appreciate or understand how it should all fit together. "Estate Planning" was a mysterious term and I wanted to know what it meant, its purpose and what it achieved. When I started in this business, the first thing we realized (my partners and I) was that a simple mutual fund licence wa…

…ed 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

…d on tax advisory and consulting services to owner-managed companies in the areas of retirement and estate planning, business succession planning, purchase and sale of a business, compensation planning and corporate reorganizations. Chris also previously served as a senior tax manager at BDO Canada LLP in Burlington. His overall…

…n-house network of wealth planning experts including investment analysts, accountants, lawyers, and estate planning consultants. As your trusted advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate…

…pproach to wealth planning which includes expertise in investments, insurance, tax, retirement, and estate planning. David specializes in planning for business owners and providing high net worth planning services. David completed his Certified Financial Planner designation in 1998. He believes in continuing education, and has e…

…in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your trusted advisor, we pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluat…

…-house network of wealth planning experts, including investment analysts, accountants, lawyers, and estate planning consultants.

…rement Planning, Strategic Investment Planning, Income Tax Planning, as well as Risk Management and Estate Planning. The CFP certification is the most widely recognized financial planning designation in Canada and is considered the gold standard for the profession, representing the highest level of competence, ethics and practic…

…and a MBA from York University, Ed has focused on wealth management, investment, tax, financial and estate planning advice as a Senior Financial Advisor with Assante Capital Management Ltd. Ed is a strong contributor to the community. He is an active member of the Wyoming Lions Club and has been an avid supporter of the Oil Heri…

…oad range of services and solutions supported by an in-house network of wealth planning experts and estate planning consultants. As your trusted advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate…

…excellence in client care, with a balanced approach to investing and a specialty in Retirement and Estate Planning. I deliver high-quality advice and integrated wealth management solutions that simplify and enhance the lives of my clients. I am a CFP® professional, recognized internationally as the top professional accreditatio…

…ing 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 financial well…

…ot working alone. With access to the expert advice of investment analysts, accountants, lawyers and estate planning consultants (in consultation with your own legal and accounting professionals) you can feel confident that the most effective solutions will be found for even the most complex family and business arrangements. Quit…

…package including investments, insurance, retirement planning, tax planning, business planning, and estate planning. He helps engage his clients with their advisory teams to make sure all decisions are the result of prudent planning.

…in-house network of walth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your trusted advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate…