Assante advisors with published investment planning information

…providing simplicity, clarity, and total financial health management. His comprehensive review process includes tax and investment planning, risk and insurance management, estate, education and life planning. Albert works with his team of lawyers, accountants and estate specialist to identify opportunities and strategies to help clients achieve their goals and objectives. Albert brings knowledge, experience and resources toget…

…your main source for all of your wealth needs, I can help you make the right decisions. 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 Life Insurance planning Insurance products and services are provided through Assante Estate and Insurance Services Inc.

Once we understand where you want to go, we develop a comprehensive financial plan to help you get there. Your plan is tailored to your life, not built from a template — with clear, actionable steps that evolve as your needs change. Key Services: Retirement & Estate Planning Investment Strategy Tax-Aware Planning

…wealth. With access to a wealth of tools and resources, our advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Global Asset Management, and CI Assante Private Client, a division of CI Private Counsel LP. Our core values of integrity, passion and professionalism drive our business. It's through our all-encompassing approach, w…

…a Financial Planner my goal is to help my clients achieve financial independence. I provide my clients with thought out investment strategies to build and maintain wealth. I do this by developing comprehensive financial strategies tailored to their personal dreams and goals, and by offering integrated financial planning, wealth management, investments, tax and estate services, insurance, and retirement planning. You will be tr…

…ell-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 Insurance planning

…CIAL PLANNER® professional and Chartered Life Underwriter® (CLU®), Casey specializes in retirement and estate planning, investment management, and taxation. He is also fully licensed in life insurance, enabling him to provide well-rounded advice that integrates both asset growth and risk management strategies for individuals, families, and business owners. Casey works closely with clients to understand their full financial pic…

Call me to discuss: *Insurance products and services are provided through Assante Estate and Insurance Services Inc. Tax planning Divorce and Separation financial planning Retirement income planning Estate planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

…lients. With access to a wealth of tools and resources, our advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Global Asset Management, and CI Assante Private Client, a division of CI Private Counsel LP. Our core values of integrity, passion and professionalism drive our business. It's through our all-encompassing approach, w…

Finally, when you have a financial planner on your side, you will also receive unique investment advice and learn about strategies that you can follow. This could help you to get a better understanding of where you can invest money to get the best return on investment while also managing risk. For more information on succession planning, do not hesitate to contact us. External Sources: Quebec Institute of Statistics, Solidarit…

…industry. My experience includes creating detailed financial plans for clients, which includes helping families, incorporated professionals and business owners work through planning decisions; evaluating and prioritizing their goals and ensuring that their finances are on track to meet those goals. I help with investment recommendations and evaluating credit risk, estate planning, pension transfers, and investment management.

…it comes to investing, it is a disciplined approach that pays the greatest dividends. We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we’ll implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap prog…

Call our team 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

Call me to discuss any of the services mentioned below in more detail or get more information by visiting my comprehensive website . Tax planning Estate planning Insurance planning Retirement income planning Business succession planning Investment planning advice Cash flow and debt management Charitable giving

Insurance planning *Insurance products and services are provided through Assante Estate and Insurance Services Inc. 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.

…pressures. I feel there will be a continued demand for commodities based on on-going growth in China and India. The eventual recovery of the North American and European economies over the medium term will place increased demand on commodities. Key to success is not to panic and let emotions change your investment strategy. Make any adjustments to meet your short-term financial needs and stay invested for the longer-term gains.

…rned savings. We aim to simplify and coordinate the main areas that make up your financial life: accounting, legal, insurance and investment planning. Assante has a world class offering of financial services and provides us with the resources to ensure you are well advised. You can expect objective and professional advice with a focus on providing clarity and confidence. We are a dedicated, caring and family oriented practice.

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

…l-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 & Insurance Benefit Programs

…, based on the investment assets I oversee. A portion of these fees is paid to me from which I pay for my office expenses including the salary of my assistant. These fees are included in the management expense ratio (MER) that all investment fund clients pay to an investment management company. MER costs tend to be competitive throughout the banking and financial services industry and are disclosed in the Fund Facts documents.

Investing in private markets presents a unique opportunity to diversify a portfolio beyond traditional stocks and bonds. The importance lies in the potential for enhanced portfolio diversification, as these assets demonstrate lower correlation to public markets. This can help investors manage risk more effectively and navigate various market conditions, offering a strategic avenue for achieving a balanced and resilient investm…

…ects of your affairs that can have a financial impact. The three key components of comprehensive wealth management are: Investment Management Portfolio Construction Wealth Planning One of the benefits of using our process is the exclusive access to the Wealth Planning Group at Assante Private Client, a division of CI Private Counsel LP. The group is comprised of tax accoutants, lawyers and wealth planners. They are specialists…

We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we’ll implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap programs. Assante's exclusive suite of managed portfolios As an Assante client, you have e…

…nancial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning. Discover the Assante difference. Call me to discuss: Tax and estate planning Retirement income planning Investment planning advice Mortgage and debt management Insurance planning Insurance products and services are provided through Assante Estate and Insurance Services Inc.

…it comes to investing, it is a disciplined approach that pays the greatest dividends. We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we’ll implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap prog…

…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

…using our process is the exclusive access to the Wealth Planning Group of United Financial, a division of CI Private Counsel LP. The group is comprised of tax accountants, lawyers and wealth planners. They are specialists in the wealth planning area and will assist us in providing a comprehensive wealth planning service and recommendations that will benefit you most. Investment Management Portfolio Construction Wealth Planning

…clarity about your financial future. As trusted Advisors, we are committed to your success. Many people think that Financial Advisors simply "sell" investments. Nothing could be further from the truth. While the right investment strategy is an important "piece" of a Financial Plan , and must be customized to each client’s situation, financial success depends more on the right behavior towards disciplined saving and investing.

…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

…it comes to investing, it is a disciplined approach that pays the greatest dividends. We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we’ll implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap prog…

…it comes to investing, it is a disciplined approach that pays the greatest dividends. We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we’ll implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap prog…

…it comes to investing, it is a disciplined approach that pays the greatest dividends. We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we’ll implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap prog…

…step towards financial peace of mind. We take a comprehensive look at your financial picture and then build a tailored investment strategy to help you achieve your goals. Whether your building wealth for your future or want to maximize your income from your investments, we have the solution for you. We offer all of the following services packaged in one personalized wealth management plan. Reach out to us for a free consultat…

- 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.

…rs develop comprehensive financial strategies to achieve their dreams and goals. This involves incorporating a balanced investment strategy, along with proper tax and estate planning services. Among the greatest strengths Ivan brings to his client relationships are his knowledge, integrity and dedication to exceptional service. Ivan holds a B.Sc. in Computer Science. His commitment to maintaining an outstanding level of profes…

Estate Planning Investment Planning Retirement Planning Tax Planning Net Worth & Cash Flow Planning Income & Asset Protection Business Succession *Insurance products and services are provided through Assante Estate and Insurance Services Inc. Structuring your affairs for a tax-efficient transfer to your heirs and/or charities Values-based focus Family financial philosophy Financial independence, family legacy, social legacy Wi…