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PUBLISHED PLANNING TOPIC EVIDENCE

Assante advisors with published family wealth transfer information

Browse advisor profiles whose stored advisor-specific public evidence directly references intergenerational planning, family wealth, wealth transfer or the next generation. Profiles are displayed alphabetically. Inclusion is an evidence match, not a recommendation, ranking or suitability assessment.

43profiles with direct evidence
7provinces represented
24verified cities represented
A–Zdisplay order

Published advisor evidence

Each card below is supported by advisor-specific public content stored in the AssanteAdvisors.com knowledge dataset. Corporate-generic passages and testimonials are not used to qualify profiles for these topic pages.

Shawn Purcell

Shawn Purcell

Senior Wealth Advisor Branch Manager

Vancouver, British Columbia
BA
Regular Progress Meetings

…ure all the unique aspects 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 plan. Wealth Protection helps protect your wealth against creditors, children’s…

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Steve Hoffarth

Steve Hoffarth

SENIOR FINANCIAL PLANNER

Collingwood, Ontario
FMA · CFP · CIM
A Complete Approach to Wealth Management

…n 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. Contact 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

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SC

Susan Chapman

Assante advisor

Burlington, Ontario
The Assante Difference: A Complete Approach To Wealth Management

…that encompasses your entire financial well-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 Bus…

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Tina Tehranchian

Tina Tehranchian

Senior Wealth Advisor Assante Capital Management Ltd.

Richmond Hill, Ontario
CFP® · CLU® · CH.F.C.® · CIM®
Our Services

…ices 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 transfer it to the next generation Will reviews Cash Flow Forecasting Family Trusts Individual Pension Plans (IPPs) Retirement Compensation Arrangements (RCAs) U.S. Estate Planning and Cross Border Taxation Issues Charitable Donation and Planned Giving Strategies

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Tom Cooney

Tom Cooney

SENIOR WEALTH ADVISOR

Mississauga, Ontario
CFP · R.F.P. · CLU® · CPCA
A Complete Approach to Wealth Management

…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 Insurance products and se…

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Valérie Forget

Valérie Forget

Assante advisor

Quebec
Wealth Planning Consultant CI Assante Private Client

…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 several firms. During her time in private practice, she assisted clients in establishing and implem…

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WW

Wheaton Wealth Team

Assante advisor

Bancroft, Ontario
A Complete Approach to Wealth Management

…ffairs 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. Contact us today to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Insurance planning Your Complete Financial Picture

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Browse family wealth and intergenerational planning by province

Choose a province first, then use the province page to open any qualifying city pages.

British Columbia6 evidence-matched profilesNova Scotia4 evidence-matched profilesOntario19 evidence-matched profilesQuebec7 evidence-matched profiles

Qualifying city pages

Vancouver, British Columbia5 evidence-matched profiles

Explore other planning topics

Retirement planning127 evidence-matched profilesBusiness owners72 evidence-matched profilesHigh-net-worth families20 evidence-matched profilesDivorce and separation6 evidence-matched profilesWomen and life transitions13 evidence-matched profilesEstate and legacy planning104 evidence-matched profilesInvestment planning82 evidence-matched profilesTax planning73 evidence-matched profilesBusiness succession planning45 evidence-matched profilesInsurance and risk planning82 evidence-matched profilesCharitable giving and philanthropy46 evidence-matched profilesEducation planning47 evidence-matched profilesRetirement income planning51 evidence-matched profilesCash flow and debt management52 evidence-matched profilesComprehensive financial planning103 evidence-matched profilesWealth management126 evidence-matched profiles
Independent information directory. Topic pages organize stored public advisor evidence. They do not determine whether an advisor offers a service now, is suitable for a visitor, or should be selected. Verify current services, credentials, registration, fees and availability directly with the advisor.