Assante advisors with published investment planning information

…y and enhance your life. As an Assante advisor, Jacty puts together personalized, comprehensive strategies where all components work together including investment planning, portfolio management, cash management solutions, tax planning and estate and insurance services. If you would like to learn more about Jacty's credentials or obtain details about her services, please call (905) 752-0833 ext 236 or e-mail: jchung@assante.com

…of our success... and of yours." For those seeking someone to help guide them along the path of financial planning and investment management in addition to delivering solutions for their tax, retirement and estate planning, and insurance needs, James Kocoris makes the decision of choosing a financial partner an easy one. With more than 20 years of experience in the financial services industry, James gets intimately acquainted…

…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 structures, tax and succession plann…

Investment planning is a joint effort between you and your advisor. We aim to make this process an enjoyable one. You will see how easy it can be, and the benefits you will receive, along with the peace of mind are priceless! With investing, it is discipline that pays the biggest dividends. We will prepare a prudent investment strategy based on your objectives and risk tolerance. Then we will implement it, consistently, carefu…

…ing 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 selection and identifying cr…

…management Ltd, and a CIM® holder. Her professional background includes experience in banking, retirement planning, and investment strategy, providing her with a broad perspective on financial planning across different client needs and life stages. Joy takes a structured and thoughtful approach to working with clients, placing emphasis on understanding individual goals, priorities, and circumstances. She believes clear communi…

…financial planning as an ongoing, interactive relationship and is committed to simplifying complex decisions, selecting investment strategies, and developing protection plans that evolve with her clients’ needs—providing clarity at every stage of life. A lifelong learner, Juana is deeply committed to promoting financial literacy and enjoys sharing her knowledge through speaking engagements. Outside of her professional life, Ju…

…estments. That's why I take a holistic approach, 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 acti…

Next, I create a detailed document outlining my recommendations for your specific situation. I outline the investment strategy and personalized investment policy statement, which acts as a blueprint for your investments. The plan will determine exactly what you need to do to arrive, with a high level of confidence, at a time in your life that will enable you to retire on your own terms. Specifically, the exact dollar amount, s…

Our Private Client services offer our high net-worth clients wealth management solutions that integrate Investment Management with Wealth Planning as well as personalized advice for a comprehensive approach to managing their financial affairs. With the expertise and advice of specialists in our group, we develop detailed Financial and Estate Plans for our Evolution clients. For individuals and families with sophisticated and c…

…March 31, 2018. I am effectively supported by a team of lawyers, tax accountants, financial analysts, and administrative specialists whose professionalism help me provide excellent client service. I am a Chartered Financial Analyst (CFA), which is the most respected and recognized investment management designation in the world. I also hold an MBA degree from the Sauder School of Business at the University of British Columbia.

…investing, it is a disciplined approach that is the most effective in the long term. 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 managed p…

…t 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). And because she believ…

…g, the disciplined approach pays the greatest dividends and creates a Life Well Lived We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we will 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 pr…

…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

…k with your current accountant, lawyer, insurance provider etc. to build your plan or they can leverage the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP. for support. If you are interested in working with a financial advisor who can guide you clearly to answering your own question of “a…

…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.

Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management *The Wealth Planning Group is a part of Assante Private Client which is adivision of CI Private Counsel LP, and an indirect, wholly-owned subsidiary of CI Financial Corp.

…t growth objectives, timelines, and comfort with risk are uniquely yours. Working together, we'll map out a disciplined investment strategy, and create portfolio that reflects your specific expectations and family situation. You'll be able to rely on a personalized investment strategy with the right combination of growth, income, and safety of principal to meet your needs. Over time, you're likely to attain certain goals, and…

…strategies and recommendations factor in many dimensions of your personal situation Understanding the changing client scenario – communication and Client-Advisor dialogue allows for comprehensive planning and advice We discuss a range of financial topics (tax, estate, investment planning, debt planning, retirement, pension, corporate management, business transition, insurance, etc.) and how they may impact your plan and goals

…nning. Whether you are more comfortable with saving, or taking a calculated risk, I will help you implement your custom investment strategy that includes a broad range of best-in-class products and services. As an Assante client, you additionally enjoy exclusive and preferential access to the customized United Financial brand of solutions managed by CI Investments Inc. (http://www.ci.com/home.jsp). High net worth clients with…

…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 fund and wrap progr…

…ing, Pam also works closely with small business owners to address their unique financial needs, including tax-efficient investment strategies and preserving business assets. Her knowledge extends to retirement income planning, where she helps clients transition from wealth accumulation to sustainable income streams that support their lifestyle in retirement. With a client-focused approach, Pam provides tailored strategies desi…

Your investment strategy is what makes your money grow. Every investor is different, which is why we will recommend an investment selection based on your unique goals, risk tolerance and timeline.

…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

Our Wealth Management and Investment philosophy is rooted in a holistic, evidence-based approach that integrates comprehensive financial planning with sophisticated investment management. We are committed to understanding each client’s unique financial situation, goals, and risk tolerance to craft personalized strategies that foster long-term financial success.

…er able Concerned about the estate tax liability of passing on assets efficiently They prefer to own proven data driven investment strategies with reduced downside risk. Are willing to discuss their financial circumstances and objectives honestly and completely. Are decisive yet flexible, understanding best outcomes will be achieved through competent, caring creative vision, with sound execution May require access to a wide ne…

By completing an Investment Policy Statement with our clients, we are able to establish a road map to guide our investment decisions. The appropriate asset mix is determined by taking into account the investment time horizon, risk tolerance, income needs and tax concerns.

…passionate about educating individuals, families, and small business owners on the complexities of financial planning, investment strategies, and wealth management. He believes that informed clients are confident clients and takes pride in guiding them through every step of their financial journey. In his work with small business owners, Rafael helps them navigate the unique financial challenges they face, providing tailored…

…for several years, is the delivery of a low cost, best manager, multi-style and active pension fund approach to client investment management. The program’s goal is to create portfolios that outperform relevant benchmark indices and their peer group throughout any phase of the market cycle. Specifics Active Asset Allocation Wealth Management utilizes a conservative and reliable investment approach adding value in the following…

…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…

Optimize your portfolio with tax-efficient strategies designed to enhance long-term outcomes.

…ital while providing a “Margin of Safety”. Franklin Templeton Investments. Sir John Templeton established a world-class investment management firm by adhering to a disciplined investment philosophy and approach. The firm's approach to investing has been to buy great businesses at points of maximum pessimism. This approach has rewarded investors with superior long-term results while preserving capital. Superior management Time-…

…n in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. We pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation - Tax and estate planning - Retirement income planning - Business succession planning - Investment planning - Cash management - Charitable giving and much more.

We believe in a comprehensive and systematic approach to investing which explores all the opportunities available to you and your family. Using the information obtained through the Discovery Meeting we present to you a detailed investment plan describing your unique investment objectives and timeline, liquidity and income needs, and most importantly your tolerance for risk.These objectives will be reflected in your personal In…