Assante advisors with published family wealth transfer information

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

As your life evolves, so does your financial picture. We help you think ahead — not just about retirement, but about what you want to leave behind. Your plan includes thoughtful strategies for passing on wealth, minimizing taxes, and supporting causes you care about. Key Services: Estate Planning Intergenerational Wealth Transfer Charitable Giving Strategies

…and comprehensive solution. If you’re a client interested in legacy planning or charitable strategies, we can help coordinate the planning strategies necessary to meet your desired outcomes. We have extensive knowledge and experience working within three distinct areas: Retired individuals or individuals planning to retire, sudden wealth accumulation, and clients looking to preserve their family wealth for future generations.

…entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Discover the Assante difference. Call me to discuss: 902-407-9927 or email bob.mackay@assante.com Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management…

…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 U.S. dollar deposit accounts. Insurance products and services are provided by Assante Estate and In…

…justed to reflect lifetsyle needs; and estate planning strategies are adapted to reflect changes within your family and wealth transfer goals. Our process includes meeting with you on a regular basis.....based on your preferences and requirements. As clients also benefit from the services of my Associate Advisor, Regan Wood, you can rest assured that your needs will be addressed in an efficient and timely fashion. There is als…

…rusted advisor, I pull all of 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 your current financial affairs to formulate a plan that 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.

…trusted 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 positive impact with farm families in the following areas: Use the links below to view past issues…

…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 evaluate your current financial affairs to formulate a plan that 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.

…ain wealth. Everyone has income and expenses, but a family estate will allow you to accumulate wealth to pass onto your next generation of family. When you are young, you have the highest income earning potential. As your family grows, you will inevitably incur more expenses. Successful wealth building requires you to maintain a sustainable balance between savings and spending. Find the right income-producing investments that…

…advisors, our team pulls 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 your current financial affairs to formulate a plan that 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.

…h to their financial future. Along the way, he helps them tackle the issues that are most important to them including retirement, risk management, tax planning, protecting their loved ones, and transferring their wealth to the next generation. Working with his team, they provide peace of mind for successful families and business owners so they can focus on the things that matter most to them. David is also a CFA charterholder.

Plan for family succession : Many family businesses do not survive the tax bill generated by ownership transfer to the next generation. Proper planning can mitigate or avoid this consequence. We work with younger family members to help prepare them for ownership. Plan for succession with key personnel within the business : The best people to take over the reins are often already within the organization. Sale to a group of key…

…entire financial well-being, from investments and insurance, to tax 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 advice Cash management Charitable giving Mortgage and debt management Insurance planning* Group Retirement & Insur…

…as your trusted advisors, we consolidate all the elements to present you with the big picture – an overarching perspective that integrates every aspect of your situation. Together, we will assess and evaluate your current financial affairs to formulate a plan that addresses your complete financial well-being, spanning investments and insurance, tax planning, estate planning, personal and family wealth, and business interests.

…plan that 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. Discover the Assante difference. Call me 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

…ed Financial, a division of CI Private Counsel LP, is truly unparalleled in the industry. This can involve looking outside the box, and seeing what structural changes can be made. Often, corporate reorganization can be a way to multiply capital gains exemptions, increase tax efficiency, allow for purification and succession, and even provide for the smooth transfer of assets to the next generation through trust implementation.

…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 your current financial affairs to formulate a plan that 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. Discover the Assante difference.

…plan that 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. Discover the Assante difference. Call me to discuss: Tax and estate plannin Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

…eams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family. To learn more about the benefits of being an Assante client, take a closer look at our customized Family Wealth Circle approach below, or contact me at your convenience for a private consultation.

…entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Discover the Assante difference. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help yo…

…ll perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that 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. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

…n Canadian tax law, 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 wealth. Working collaboratively with other professionals she provides individua…

…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 Canadian Securities Course and Wealth Planning Course, and has his Chartered Investment Manager (CIM) designations. He is actively involved in the Canadian Breast Cancer Foundation. Jonathan is securities licensed and well positioned to recommend independent mutual…

…ports incorporate financial 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 conducted for the Investment Funds Institute of Canada suggests that 74% of investor…

…formulate a plan that 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. Discover the Assante difference. Call me to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Debt management Insurance planning

…plan that 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. Discover the Assante difference. Call me to discuss: Mortgage and debt management Insurance planning Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving

…r 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 your current financial affairs to formulate a plan that 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.

…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 evaluate your current financial affairs to formulate a plan that 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.

…entire financial well-being, from investments and insurance, to tax 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 servi…

…elationships with Canadian farm families. Planning for the tax efficient sale of the family farm; Planning for the tax efficient transfer of the family farm to the next generation; Pre-retirement planning for the tax efficient sale of farm equipment, inventory and other assets; Planning tax efficient business structures for the family farm and other ventures; Personal tax and estate planning; Financial and retirement planning.

…plan that 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. Discover the Assante difference. Call me 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

…as well as the tax consequences Not sure who will manage their assets when they are no longer able Concerned about the transfer of wealth to the next generation and tax liabilities In making and carrying out decisions that involve change it is vital that they have a clear understanding of the trade-offs involved Desire to establish a legacy Not sure who will manage assets when they are no longer able Concerned about the estat…

…ng their efficient transfer. Customized Estate Plans: Tailored strategies, including helping to review wills and trusts, to ensure your wishes are honored. Tax-Smart Wealth Transfer: Solutions to minimize taxes and maximize the value passed on to your loved ones, enhancing the impact of your legacy. Long-Term Protection: Secure your family's future with strategies that protect your assets today and safeguard them for tomorrow.

The financial goals of my clients are vast and vary signigficantly depending on their stage in life. We talk and strategize about home ownership, educating our children, taxation, building and protecting our income, our careers, a business, and building our net worth with properly structured investment portfolios. I know the ultimate goal for most of my clients is the pursuit of finanical independence. A stage in life when we …

…eas may have an impact on another area and on your overall financial well being. We look to provide advice that incorporates all aspects of your financial life, and the impact to your overall situation. Supported by a team of professionals including lawyers, tax accountants and financial and investment analysts, we will help you make more informed decisions with your personal and family wealth. Discover the Assante difference.