Assante advisors with published estate and legacy planning information

…n-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…

…inancial disciplines including investment advice, retirement planning, tax planning, insurance, and estate planning. I will draw on an extensive network of expert resources to address each facet of your financial life, and develop an integrated wealth management plan that brings harmony and efficiency to the pursuit of your goal…

…ns to his field, serving as Chair of IIROC’s Nova Scotia District Council, President of the Halifax Estate Planning Council, and on the boards of Junior Achievement of Nova Scotia and the Nova Scotia Kidney Foundation. Currently, he volunteers with the Canadian Ski Patrol, combining his love for winter sports with first-aid supp…

…fe 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 looki…

…ory group that assists Canadian farm families in the areas of tax planning, retirement planning and wealth transfer. The Assante Ag Group consists of highly experienced and trusted Wealth Advisors as well as lawyers and accountants with knowledge and experience in the tax and estate planning issues that affect farmers. Taxation…

…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…

…in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates everything. Together, we build a plan tailored specifically to your financia…

…siders not only your investments but also your broader financial picture, including tax strategies, estate planning, and legacy goals. With a team of experienced professionals and a commitment to ongoing education, we strive to empower you with the confidence and clarity needed to achieve your financial aspirations. At CI Assant…

…ing access to a comprehensive r ange of services, from investment and tax advice, family trusts and estate planning, insurance, and professional support services that are capable of serving multiple generations. What if clients have questions or concerns? We make ourselves accessible to clients , to provide very personal service…

…ill encompass your entire financial well-being; from investments and insurance, to tax planning and estate planning, to your business interests, to the unique opportunities and challenges in your personal and family's wealth matters. Using a personalized, comprehensive approach, our wealth planning process doesn’t stop there. Yo…

…and especially through the retirement years. I pride myself on offering wealth, investment, tax and estate planning advice combined with service excellence to my clients, and to their families and friends. My goal is to simplify and enhance the life of my clients; that’s why I’m here! My administrative team consists of Chantal R…

…uss your financial goals. You will receive practical tools to help you organize and understand your estate planning: Estate Planning Reference Guide Executor’s Planning Guide Estate Planning Checklist

…ne of Canada’s leading chartered banks, providing clients with financial guidance in Investment and Estate Planning. Aside from a Business Management certificate from Université du Québec à Montréal, he has a Certified Financial Planner certification and also holds the Canadian Investment Manager (CIM) designation. Robert-Yves i…

…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. We are focused on helping individuals, families and business owners meet their financial goals. Our “Step-by-Step” approach simplifies and enhances our clients' lives.

…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…

…prehensive Wealth Planning The combination of traditional investment Advice with insurance, tax and estate planning takes your entire financial situation and future lifestyle objectives into consideration. Your Wealth Plan is designed to provide a roadmap to preserve the wealth you have worked so hard to create, enhance it as mu…

…ll aspects of a client’s financial well-being, from investments and insurance, to retirement, tax & estate planning. Scott achieved the Certified Financial Planner designation in 2004, the Financial Management Advisor (FMA) designation in 2008, and also holds a bachelor’s degree from the University of Manitoba (1998). In 2008, S…

…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 - Busin…

…management, business planning, tax planning, retirement planning, business succession planning, and estate planning. Decide which outside professionals, if any (accountant, lawyer, other) are required to complete the plan. Prepare a written list of recommendations. Review recommendations. Explain the rationale for each, obtain y…

…spects of your tax situation are taken into account in an effort to maximize your after tax income. Wealth Transfer provides a framework to efficiently and effectively pass assets to succeeding generations. We utilize the expertise of our wealth planning group along with guidance from your lawyer to provide you a written estate…

…t'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 wel…

…ce. In my practice I continually strive to: Keep abreast of the latest investment trends, tax laws, estate planning and other vital retirement planning issues through on-going professional development. Provide personal service that builds relationships in good times and provides support in tough times. Follow a conservative inve…

…anning for the ultimate transfer of their wealth to future generations using advanced insurance and estate planning strategies. Suhel is a member of The Financial Planner’s Standards Council of Canada and The Professionals’ Alliance, through which his clients access extended services such as legal, trust, notary, accounting, ban…

…plan; and recommend strategies designed to minimize the tax burden on your income and investments. Estate Planning What is Estate Planning? Estate planning is the process of anticipating and arranging that your final property and health care wishes are honoured during your life and after death. It also incorporates tax minimiza…

…t'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

…a me e t ing with The Manson Team today to experience the Assante Advantage! Financial/Tax Planning Estate Planning Retirement Income Planning Life Insurance & Segregated Funds ( Provided through Assante Estate & Insurance Services Inc. ) Travel, Disability & Critical Illness Insurance Mortgages & other Manulife bank products (…

…er recommendations as to the best type of plan to cover that need Wealth Management, Retirement and Estate Planning Services We provide the following range of services and solutions that allow you to assess and implement the latest financial planning strategies to help you achieve your retirement goals, preserve your wealth and…

…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…

…you pay by regularily monitoring client's individual situation and ever-changing income tax rules. Estate Planning The objective of estate planning is to ensure you distribute your estate to those who you want to benefit at the appropriate time in an efficient and tax effective manner. *Insurance products and services are provi…

…nd complex wealth planning support that complements their wealth plans. She focuses specifically on estate planning and wealth transfer strategies for professionals, business owners, and other high net worth individuals and families. Magali joined CI Assante Private Client in 2016 after practicing estate, trust and family law at…

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.

…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…