Assante advisors with published insurance and risk planning information

…pleted “The Investment Fund Institute of Canada - Course” in 1992. He also completed the Ontario Insurance Commission – Life Insurance Level II in 1997. In 1999, Sam has successfully attained and was conferred the ‘Chartered Financial Planner’ designation and subsequently licensed to use the “CFP” designation. In addition Sam has successfully completed the ‘Canadian Securities Course’ and is fully licensed for securities trans…

*Insurance products and services are provided through Assante Estate and Insurance Services Inc. We help our clients protect their families against loss of income due to a premature death, disability or critical illness such as cancer or heart disease. We help our clients make meaningful gifts to charities leaving lasting legacies. We help our clients plan the equal transfer of their estate to their children when only one chil…

…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

…l-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 Business Succession Planning Charitable Giving

…onal investment policy or sooner should there be significant changes to your financial situation or personal objectives Risk Management and Insurance Services Risk management forms the foundation of your financial planning. We will make surethat you and your family are protected against unforeseen risks and ensure the success of your financial plan by providing the following analysis and services: Comprehensive review–we will…

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

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.

…l Qualifications Partner, Director and Officer (PDO) Certified Financial Planner (CFP) Canadian Securities Course (CSC) Life Insurance and Accident & Sickness Insurance Memberships Assante Chairman's Council (since 2014) Northumberland Learning Connection (NLC) - Chairman Canadian Institute of Financial Planners (CIFP) Canadian Peony Society (CPS) Professional Experience Financial and Investment Advisor since 1992 Currently a…

…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

…g expertise in the areas of wealth management. Services: Products: Investment products; Insurance products*; Individual Insurance Planning Group Benefit Planning Debt Management - Traditional mortgages, secured lines of credit Group Benefit products; Financial Planning Retirement Planning Estate & Succession Planning Tax Planning Investment Planning - RRSPs, RRIFs, RESPs, LIRAs, TFSAs, RDSPs, Pension Plans Mutual Funds Individ…