Assante advisors in Nova Scotia with published business succession planning information

…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.

…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

…rience to a select group of individuals, families and business owners. My expertise lies in wealth and estate planning, business succession planning and planning for life’s expected and unexpected events. I help my clients with the following: – Tax efficient retirement planning and wealth protection – Trust and estate planning – Saving for children’s education – Insurance needs – Business succession planning – Charitable givin…

Call me to discuss: *Insurance products and services are provided through Assante Estate and Insurance Services Inc. Tax and estate strategies Retirement income strategies Business succession strategies Investment advice Cash management Charitable giving Mortgage and debt management Insurance strategies*

…derstands exactly what they have and exactly where they want to be in the future. Our advisors work hand in hand with small business owners. With the assistance of our group of professionals, lawyers, accountants, insurance specialists, they will help with the various stages of business growth. They will make sure that succession planning and tax planning opportunities available to you, the small business owner, are addressed.

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.

We can help you protect the business you have worked so hard to build. We work together to review all the options available to you and help you plan accordingly, from establishing buy-sell agreements to family limited partnerships and limited liability corporations.