Assante advisors in Ontario with published business owners information

…e is right for you. Tax and Estate Planning Strategies Wealth Management Retirement Income Planning Business Succession Planning Investment Advice Charitable Giving Insurance Solutions

…independent unbiased advice and unparalled personalized service. I specialize in working with small-business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for the future and live happier and more fulfilled lives. As a trusted financial guide I help my clients make better decision about t…

…siness from income loss, tax-sheltering investments, supplementary retirement income, planning your business succession and offsetting estate taxes so that your beneficiaries can keep assets intact.

…ice 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 picture and provide guidance that reflects their goals, values, and long-term vision. He is known for delivering thoughtful, strategic advice roo…

…tailed 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…

…eir individual wealth plans. In particular, he focuses on tax and financial planning strategies for business owners, professionals, and other affluent individuals and families. Chris joined CI Assante Private Client in 2021 after working in public practice as the tax partner at a local firm in Oakville. In his previous role, he…

Small business owners face a unique set of challenges where the lines are often blurred between business requirements and personal financial goals. Unfortunately, many owners are too busy running their business to worry about personal financial planning. The following are some issues that we will discuss with business owners: Em…

…ed through working with their existing professionals. Planning is especially important if you are a business owner. Should you be taking dividends or a salary? Are holding company funds invested in a tax efficient manner? The planning I am able to offer a client with the help of United Financial, a division of CI Private Counsel…

…Ltd. As a fiduciary, he always acts in the best interests of his clients—individuals, families, and business owners alike. His approach is outcome- and solution-based rather than transactional, focusing on achieving long-term clarity, confidence, and financial well-being. Glenn designs personalized wealth plans that help familie…

- 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.

For more than 18 years, Ivan has been helping individuals, families and small business owners 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 hi…

…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 fi…

…to live in your chosen lifestyle for the remainder of your lifetime. These are just two examples of business succession plans. Come talk to us today and we can help guide you to decide what is best for you and your business.

We work with families, people preparing for retirement, retirees and small to medium size business owners that are looking to minimize risk and maximize their financial capabilities. We customized our services for clients who: are serious about personal financial freedom and have important financial and life goals. want their mo…

…ol Sandwich Generation Summer 2018 Monthly Minute Summer Vacation Homes Charitable Giving Guide For Business Owners June 2018 Monthly Minute Behavioural Finance Tax Free Benefits For Your Business Technology Stocks and Long Term Investing May 2018 Monthly Minute Income Sprinkling Most missed Tax Savings Opportunity Decluttering…

…inesses. If you are not covered by a group health and dental plan, are self-employed or are a small business owner, the Association Health and Dental Plan may be right for you.

…ients since November, 1997. For more than 29 years James has been helping individuals, families and business owners build stronger financial futures. His approach is grounded in experience, integrity, and a commitment to understand each client’s goals. James’s education began with a Bachelor’s of Commerce degree from the Univers…

For over 15 years, Joan Cosby has been assisting individuals, families and business owners achieve a successful balance between their financial goals and philanthropic intentions. With a strong background in Canadian tax law, Joan helps to develop strategic financial and estate plans that include tax efficiencies, efficient weal…

…inancial advisor, Joe has helped many clients reach their financial goals. Joe has helped families, business owners and professionals choose, invest, and manage plans to best suit the client’s needs. This has provided Joe’s clients with safe investments and excellent returns. As a financial advisor, Joe‘s main goal is to help yo…

As a Certified Financial Planner®, I am passionate about helping individuals, families, and business owners make informed financial decisions with confidence. Since joining CI Assante Wealth Management Ltd in 2016, I have been dedicated to building long-term relationships with clients by providing personalized advice and excepti…

…over the Assante difference. Call me to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Debt management Insurance planning

…self in a number of forward-looking programs, including 11 years of the Strategic Coach program for entrepreneurs; professional public speaking programs; programs focusing on the psychology and human behavior around money; and various personal development courses which enhance her abilities to guide her clients. Marilyn also has…

…ice Cash management Mortgage and debt management Retirement income planning Tax and estate planning Business succession planning Charitable giving

Our services are designed to benefit business owners and their families who: Are serious about personal financial freedom, and have important financial and life goals. Want their wealth managed prudently and intelligently based on logic and expertise – not on marketing hype. Delegate tasks that are outside their area of expertis…

…children's post-secondary education. Beyond traditional planning, 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 we…

…ck has been providing financial and business planning for the past 20 years with a concentration on business owners including farmers. He is the eastern Ontario representative of the Assante Ag Group, a national farm advisory group that assists Canadian farm families in the areas of tax planning, retirement planning and wealth t…

…over 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

…educe risk, preserving there hared earned wealth. Our clients can be broken down into 3 categories: Entrepreneurs/Professionals, Retirees and Multigenerational families. Entrepreneurs/Professionals Retiree Multigenerational Family If you do not have the complete confidence to answer yes to these questions, we believe a conversat…

…, she specializes in retirement forecasting and wealth management serving individuals, families and business owners. Over the course of her career, Paula has guided clients through all market cycles and life's transitions - always with a focus on long-term financial health and personal wellbeing. Paula takes pride in simplifying…

…rategies to address the challenges regarding saving for retirement, planning for your estate needs, business succession planning, tax optimization and much more. Module 4 Monitor and Review We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your lives as well as in the investment mark…

…legacy to your loved ones or a cherished cause. We are focused on helping individuals, families and business owners meet their financial goals. Our “Step-by-Step” approach simplifies and enhances our clients' lives.

Our clients are families. Our clients are individuals. Our clients are business owners. Our clients are executives, managers, sales professionals and teachers. Our clients are unique in their goals and dreams yet common in their desire to enhance and protect their wealth. My role is to work with our clients throughout their life…

…t 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.

…areas: investing, insurance, debt management, business planning, tax planning, retirement planning, business succession planning, and estate planning. Decide which outside professionals, if any (accountant, lawyer, other) are required to complete the plan. Prepare a written list of recommendations. Review recommendations. Explai…

…r 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

Succession Planning for Business Owners Establishing and running a successful business is a great accomplishment. Ensuring that the business survives and thrives after your retirement or upon transfer to the next generation is an even greater accomplishment. We help successful entrepreneurs and business owners plan exit strategi…