Assante advisors with published estate and legacy planning information

…ree retirement, running a business, sending children to college, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause. Life is a journey, so is financial planning… Since 1998, Gabe Orday, Financial Planning Advisor has been providing financial planning advice to individuals and families acr…

…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…

…to uniquely customize various solutions for you in the areas of: Retirement Counselling 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 financ…

…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, 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 financial we…

…risk profile and asset mix. Review income asset strategies and insurance strategies. Review tax and estate planning strategies. Input data model and analyze findings. Prepare report for presentation and review. Agree on a long-term plan designed to meet financial objectives. Analyze appropriate product options. Implement plan wi…

…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…

…ms and goals. This involves incorporating a balanced investment strategy, along with proper tax and estate planning services. Among the greatest strengths Ivan brings to his client relationships are his knowledge, integrity and dedication to exceptional service. Ivan holds a B.Sc. in Computer Science. His commitment to maintaini…

Estate Planning Investment Planning Retirement Planning Tax Planning Net Worth & Cash Flow Planning Income & Asset Protection Business Succession *Insurance products and services are provided through Assante Estate and Insurance Services Inc. Structuring your affairs for a tax-efficient transfer to your heirs and/or charities Va…

…lanning and investment management in addition to delivering solutions for their tax, retirement and estate planning, and insurance needs, James Kocoris makes the decision of choosing a financial partner an easy one. With more than 20 years of experience in the financial services industry, James gets intimately acquainted with ev…

…roduces a detailed and solid financial structure that explores and intergrates all areas of tax and estate planning, risk management, insurance and investment planning. Our goal is: "To know you as well, or better than you know yourself financially, for the purpose of assisting you in setting and meeting your goals in life". Whe…

…approach to wealth planning that includes expertise in investments, insurance, tax, retirement and estate planning. James began his career as an Associate Advisor. His disciplined investment approach and professionalism earned him a reputation for being financially astute and client-focused. James believes in continually improv…

…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, 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 financial we…

…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…

Estate Planning 2020 An Individual's Tax Saving Strategies in Uncertain Times What Does Retirement Mean To You? RRSP Vs. TFSA What is Right Amount of Cash? Investment Executive. ( November 2016) One Income Couple? Learn Ideas to keep your Financial Goals on Track.Globe & Mail Nov.2017 Do's and Don'ts of RESPs Emotional Investing…

…are, aged care planning, inheritance tax mitigation, gifting to family, preservation of capital and estate planning.

…in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants that work in concert. Our goal is not to replace your professionals but to advice you so that you may advice them for final implementation. As your advisor, I coordinate and pull all the pieces together…

…tection 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

…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 touch you and your family. Joan does not shy away from those tough issues when discussing family…

…re provided through Assante Estate and Insurance Services Inc. Investments Retirement Insurance Tax Estate planning Lawyers and Notaries Tax accountants Financial Analysts Financial Planners Estate Practitioners Mortgage specialists

…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…

…x. He has an extensive knowledge of the global financial market mechanics and deep understanding of estate planning and tax efficient strategies. Jonathan and his team work with professionals, business owners and retirees alike to help them save taxes and transfer assets to the next generation. Jonathan has completed his Canadia…

…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…

…ives, including investment management, retirement planning, insurance strategies, tax planning, and estate planning. By understanding each client's unique goals, values, and circumstances, I develop customized strategies designed to help them build, protect, and transition their wealth. Providing exceptional service and acting i…

…areas of a client's financial well-being, from investments and insurance, to retirement, to tax and estate planning.

…Registered Retirement Consultant (RRC®). My extensive knowledge in investment, tax, retirement and estate planning allows me to create a holistic plan tailored to your personal or business goals. I believe regular communication is key to ensuring your plan stays aligned and adapts as your life evolves. I am passionate about wor…

…nancial planning and risk management strategies, personal and business tax planning strategies, and wealth transfer strategies to solve estate planning and succession issues. Our ultimate goal is to help you provide complete financial and life management solutions that simplify and enhance the lives of our clients. Research cond…

…ents achieve an integrated wealth management strategy that extends beyond traditional financial and estate planning. Lawrence holds a BA from York University; he specialized in Mathematics for Commerce. He believes in continually improving his education to better serve his clients. By earning industry designations, he is committ…

…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. As a Financial Advisor with Assante Capital Management Ltd., I realize that managing your wealth can be complex and time-consumin…

…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 help you see the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate you…

…y-free retirement, running a business, sending children to college, fulfilling a lifelong ambition, leaving a legacy to your loved ones or to a cherished cause. Managing your wealth can be complex and time-consuming. Martin can simplify your life by addressing all aspects of your financial well-being, from investments and insura…

…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 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 by addre…

…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…

…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.

…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, 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 financial we…

…in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your trusted advisors, 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 evalua…