Assante advisors in Ontario with published business succession planning information

…little to invest. We believe, there is no such thing as a bad time to start, or an investment too low. Everyone starts somewhere. Below is a list of our financial planning services, and when you’re ready, reach out to us and we will find which one is right for you. Tax and Estate Planning Strategies Wealth Management Retirement Income Planning Business Succession Planning Investment Advice Charitable Giving Insurance Solutions

…f objectives. Whether through our Wealth Planning group or through a separate needs analysis we can explore the ways that insurance can assist you in reaching your personal and business goals, including protecting your family and business 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.

…used on tax advisory and consulting services to owner-managed companies in the areas of retirement and estate planning, business succession planning, purchase and sale of a business, compensation planning and corporate reorganizations. Chris also previously served as a senior tax manager at BDO Canada LLP in Burlington. His overall professional experience in wealth planning exceeds 15 years. Chris is a Chartered Professional A…

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.

…-income splitting with family members -capital gains exemption -charitable donations -partnership or Shareholder agreements Estate Planning -will and probate planning -business succession planning -sale of the business -estate freezes Insurance Planning -insurance needs assessment -structuring a policy CONTACT US TODAY FOR AN APPOINTMENT Insurance products and services are provided through Assante Estate and Insurance Services

- 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.

…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 Wills, t…

…ow 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 planning or if your needs are corporate restructuring of a small business, for sale, succession or creditor protection, James' expertise and dedicated team can help.

…e passed to others as a result, which can produce a variety of potential tax and non-tax benefits. You will generally only consider implementing an estate freeze once you have accumulated sufficient wealth 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.

…Bills, GIC's, Bonds, Stocks, and large array of Mutual Funds Self-directed RRSP's, RRIF's, RESP's. Insurance, Estate & Succession Planning Services Make the best financial decisions for you! Assess your current situation and make planning recommendations to help you reach those goals. Provide comprehensive investment advice based on a balanced portfolio philosophy Protect your lifestyle by providing appropriate insurance Offe…

…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. 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

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

…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.

…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

…ns like “Do I have enough?” and “How much do I need to save?” Having a number of unanswered questions in the midst of a business transition (sale, succession, expansion). Finding ways to simplify the complexity of their financial life. Finding the right team of professionals (wealth advisor, accountant, lawyer) who can deliver the value-added services that are needed. Determining how best to construct, build, and monitor an in…

…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

…opportunities we have with our own families. Whether it be retirement income planning, navigating the markets, cottage succession planning, business exit strategies or even putting our kids through school. The advice we give reflects the understanding that families work hard to provide for today, to save for the future, and most importantly protect what they have worked so hard to build. Ensuring that this generation and the…

…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.

…goals. Consider all 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. Explain the rationale for each, obtain your input, and adjust recommendations as neces…

…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

…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

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 strategies that will ensure a smooth transition for the business and realization of the full value of the business upon the sale of the business or …

…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.

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