Assante advisors with published investment planning information

…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

…es and provides support in tough times. Follow a conservative investment philosophy with a strong emphasis on strategic diversification. Provide access to intelligent investment management customized to respond to my clients’ needs with advice that will offer the potential for growth with an emphasis on capital preservation and minimization of tax. Add value by educating my clients. “The best client is a well-informed client”.

…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

Generational transfer and inheritance planning discussions with all family members and their respective professional advisors Private Foundations Charitable Trusts Community Foundations Social Enterprises Endowment Funds Investment management services for funds held in any of the above structure

…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.

Our goal is to help prepare a prudent investment strategy that is tailored to your objectives and risk tolerance. We will then implement, consistently and carefully, with a broad range of best-in-class products and services. We have access to managed portfolio that utilizeproven asset allocation and diversification techniques under the guidance of our experienced portfolio managers. You will get leading solutions combined with…

…surance solutions : Tailor-made cover options designed to protect your assets and loved ones against unforeseen events. Investment planning : Access to a wide range of investment solutions designed to optimize your portfolio and align with your risk tolerance. Retirement planning : Help in drawing up a satisfactory retirement plan that will allow you to enjoy the fruits of your labour. Business succession planning : Strategies…

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.

…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

…ines 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 Individual Stocks Individual Bonds High Interest Savings Accounts GICs Flow Through Shares ETFs Wrap Products IPOs Life Insurance Disability Insurance Critical Illness Insurance Long-term Health Best Doctors Program Mor…