Assante advisors with published insurance and risk planning information

We offer a range of other financial planning services including: Retirement Planning Estate Planning Investment & Insurance Planning

- 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.

…d produces 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". Whether your needs are a detailed retirement plan, customized cash management, advice on trust struc…

You probably have life insurance to protect the financial security of your loved ones, but have you considered how you and your family would cope financially if you became critically ill or injured and it prevented you from working? How would you cope financially? Would you be able to make all of your financial commitments as well as have the money to pay for the added expense of the illness or injury? You can transfer this ri…

…aritable giving. Let our team complete a throrough needs anaylsis to ensure that you and your family are prepared. We offer the following products that we can customize to complement your wealth plan: Insurance products and services are provided through Assante Estate and Insurance Services Inc. Term Life Insurance Permanent Life Insurance Critical Illness Insurance Disability Insurance Health and Dental Plans Travel Insurance

Risk Management (Including review of investments and identifying life risks here insurance or alternative options may provide some protection) Investment Planning (Identifying your investment parameters and a portfolio that fits both your investment and income needs, and your ability to tolerate volatility) Retirement Planning (Identifying how you can maximize your income flow in retirement through appropriate investment selec…

Life insurance policies provide affordable, flexible, customized coverage for you and your family's needs. It can also be used to protect your business.

…portunities go from domestic to global in scope, so does the complexity associated with the task. HOW? By synchronizing risk management, investments, estate and succession planning, we address your priorities as they evolve over time.By keeping the focus on the end game and away from reactive decisions, we avoid irreparable harm to achieving your financial goals. WHAT? Through a collaborative round table process, I work in con…

…personal financial and tax planning services to our clients and specializes in tax, investment analysis, cash flow and risk management. Jerry's main objective is to build a long term client relationship with you by providing top quality service through careful attention to detail and an understanding of your individual needs. He has developed several financial and tax planning strategies which, when implemented, result in sav…

Jessie Newton is a Chartered Professional Accountant, licensed securities & mutual funds representative, and health & life insurance advisor. She joined Assante Capital Management Ltd. in 2019 after 5 years in public accounting in which she worked as an assurance manager providing a full range of audit, tax, and accounting services to a variety of clients across an array of industries. Jessie works out of the Canmore Assante b…

…ement Ltd. in 2009, continuing his professional career in Financial Advisory career he began in 1997. James N. Nushis holds professional designations in Accounting, Finance, and Insurance. James in addition is licensed in Securities and Life Insurance. James feels strongly about client protection, where he annually attends conferences on professional development. James attributes his success to his focus on his client’s goals.

…om Niagara College in 2007 with a degree in Operations Management, he is MFDA licensed, and is also licensed to provide life insurance, health and sickness insurance and group benefits. Working for the past 10 years in the financial services industry as a financial advisor, Joe has helped many clients reach their financial goals. Joe has helped families, business owners and professionals choose, invest, and manage plans to bes…

…ach, helping clients manage all aspects of their financial lives, 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 in my clients' best interests are at the…

…n or more) and Private Client Managed Portfolios ($1 million or more). These reports 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 condu…

With over 20 years of experience in the financial services industry, Lawrence has been helping clients achieve their financial and lifestyle goals. As an advisor with Assante Capital Management Ltd., he co-ordinates and manages their evolving needs. In addition to his own expertise and knowledge, Lawrence works with a team of specialists to help his clients achieve an integrated wealth management strategy that extends beyond t…

…ify your life by addressing all aspects of your financial picture, including investment selection, retirement planning, risk management, and tax and estate planning. I previously worked as an Investment Counsellor with Assante Private Client, a division of CI Private Counsel L.P. In this role I met with High Net Worth clients to understand their investment objectives, personal circumstances, and risk tolerances, which allowed…

"Money is personal. It’s why we're here.​" Our team approach allows us to specialize in both wealth accumulation and risk management with families, professionals and incorporated small businesses. ​ We use planning strategies to minimize volatility while prioritizing risk, tax and estate issues. Regular meetings help us clarify your goals and objectives, to ensure you stay on track.​ With combined industry experience totaling…

…’s important for you to understand the value of insurance so you can make an informed decision about your protection needs. It’s not all about products. Sometimes it’s about planning. Or, about managing your money. We can help you learn more about insurance planning and we can help you protect your family today, and into the future. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

…ted wealth-management services among her client offerings. These include retirement, estate, tax, education, insurance, risk management and investment planning. Marilyn is affiliated with a number of investment-industry associations, including the Investment Industry Regulatory Organization of Canada (IIROC), the Canadian Investor Protection Fund (CIPF) and the Canadian Association of Financial Planners and Advisors (CAFP). An…

…ing Tax and Estate Planning Advice for Business Owners Investments Cash and Debt Management Charitable Giving Solutions Risk Management Plan for Life Changing Events Allocate cash flow more efficiently to reduce overall taxation Arrange "Cash Damming" to convert non-deductible debt Implement corporate funded insurance strategies Structure holdings to maximize ultimate wealth Plan the purchase or sale of businesses, homes and i…

…you be financially successful at every stage of your life - we consider your income, tax issues, savings, investments, life insurance, general insurance and employee benefits Retirement Planning - that prepares you for all aspects of your life after work - including income, continuing work, housing, activities, unexpected occurrences, insurance, estate planning Estate Planning - that protects you and your dependents in case o…

…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

Call me to discuss: Insurance planning Investment planning advice Cash management Mortgage and debt management Retirement income planning Tax and estate planning Business succession planning Charitable giving

…x 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 services are provided through Assante Estate and Insurance Services Inc.

…and your insurance and asset protection options. Your home, health, life, assets, and business require protection. With insurance planning as part of your integrated wealth management strategy, you can manage risk at every stage of your personal and professional life to help strengthen and safeguard your family’s financial security. Assante works with some of Canada’s largest insurance companies including Manulife, Sun Life, C…

…sitions or transactions occur. Tax, Financial and Estate Planning The Ag Group’s main focus and strengths are tax minimization, wealth planning and estate planning, including: The Assante Ag Group brings together not only tax, estate and financial planning, but also tax efficient managed wealth solutions and insurance strategies, all personalized to meet the unique values of each client family. Coordinating Professional Advice

…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

…ge consultation - Registered investments including RRSP's, TFSA's, RESP's, RDSP's. RRIF's, LIRA's and LIF's - Non registered investments - Life insurance - Disability insurance - Critical illness insurance - Group benefits - Group RRSP's and TFSA's - Mutual funds, Segregated mutual funds, annuities, GIC's and Managed money solutions Insurance products and services are provided through Assante Estate and Insurance Services Inc.

…he Canadian Securities Institute. Additional education includes Professional Financial Planning, Conduct and Practices, Life Insurance, and Accident and Sickness Insurance. As a Financial Advisor for the past 19 years, he has been meeting with individuals, families and companies to address their financial needs and goals. After collecting all of the important and relevant data, it is prioritized, and a plan is developed.Risk t…

…ce to craft tailored strategies that address individual needs, whether for retirement planning, wealth accumulation, or risk management. His dedication to ongoing professional development ensures that he remains at the forefront of industry trends and best practices. As a trusted advisor, Paul is committed to building lasting relationships with his clients, offering clarity and confidence in their financial futures. His expert…

…t important thing we do for our clients and their families is to protect their wealth. The financial industry refers to risk management in terms of volatility. What clients are truly concerned about is loss of wealth. All too often investors are presented with a plan showing a nice clean linear projection of investment performance (blue line in chart below), unfortunately what they get is much more fractal in nature. Resulting…

…inancial events of our lives unfold in two ways. Events we can control and events that we can't control. The process of risk management involves identifying how we can protect the people and things that are the most important to us as to minimize the impact of their loss.The best and most cost efficient solution to protect family members from illness, injury or a death is insurance.Through our relationship with Assante Estate…

Tax Minimization Strategies Will, Power of Attorney and Personal Directive Review Insurance Life, Disability, Critical Illness & Long Term Care Stress free transition of assets to and from your portfolio

…options and the value of diversification for long-term investment success. Prior to joining Assante in 2011, Ravi was a Life Insurance Representative with a major Canadian insurer and a Senior Financial Advisor with Be Sure Financial. Ravi holds his life insurance licence and is fully qualified to provide advice on the investment funds. He is currently working toward his Certified Financial Planner designation. Passions and In…

Life is unpredictable, but your financial security doesn’t have to be. We offer a wide range of insurance solutions to help protect your future, your family, and your business.

…) Locked-In Retirement Accounts A locked-in RRSP. To receive income from LIRA funds, the funds must be transferred to a life insurance company for the purchase of a life annuity, transferred to a pension plan, or used to purchase a Life Income Fund (LIF). (RRIF) Registered Retirement Income Fund While RRSPs and LIRAs are used to save for retirement, the plans ending in "IF" are used during retirement to pay out retirement inco…