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Assante advisors in Quebec with published business succession planning information

Browse advisor profiles in Quebec whose stored advisor-specific public evidence directly references business succession planning. Profiles are displayed alphabetically. Inclusion is an evidence and location match, not a recommendation, ranking or suitability assessment.

7profiles with direct evidence
Quebecverified location
Business succession planningplanning topic
A–Zdisplay order

Published advisor evidence

Every profile below satisfies two independent filters: stored public location evidence for Quebec and advisor-specific public content directly matching business succession planning. Corporate-generic passages, testimonials and team-member biographies are excluded from qualification.

Claudia Weisser

Claudia Weisser

Senior Investment Advisor

Quebec
B.Comm. · FMA · CIM
Business Succession Planning

Business Succession Planning Strategies A common story that highlights the value of properly investing time into business succession planning is often highlighted by the story of the classic entrepreneur that started from scratch and is now faced with the task of planning the business for a future owner. Many entrepreneurs watched their companies grow into successful money-making firms. When the idea of succession initially ar…

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Darren St-Georges

Darren St-Georges

Senior Wealth Advisor Financial Security Advisor

Quebec
BA · B.Comm.
Discover the Assante difference.

Call me to discuss any of the services mentioned below in more detail or get more information by visiting my comprehensive website . Tax planning Estate planning Insurance planning Retirement income planning Business succession planning Investment planning advice Cash flow and debt management Charitable giving

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FB

François Beaudry

Financial Securities Advisor

Quebec
A Complete Approach to Wealth Management

…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

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Gianni De Pastena

Gianni De Pastena

Financial Security Advisor Mutual Funds Representative

Quebec
A Complete Approach to Wealth Management

…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 plannin Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

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Jean Pierre Beauchamp

Jean Pierre Beauchamp

Senior Investment Advisor Financial Securities Advisor

Quebec
RIS
Meeting all your financial management needs

Estate and Succession Planning: The ultimate goal is to deliver a sustainable lifestyle and tax efficient income throughout retirement followed by the seamless transition of your legacy to beneficiaries. MOTTO: *Empower through education so that you may make informed decisions *Exceed expectations through attention to detail I am only a phone call or email away Tel: 514 952 3499 Email: jpbeauchamp@assante.com

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MB

Michel Baril

Investment Advisor

Quebec
A Complete Approach to Wealth Management

…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

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Valérie Forget

Valérie Forget

Assante advisor

Quebec
Personalized strategies to grow your wealth while respecting your values and objectives.

…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 to ensure a smooth transition of your business interests for future generations.

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Explore business succession planning in other provinces

Nova Scotia7 evidence-matched profilesOntario25 evidence-matched profiles

Explore other planning topics in Quebec

Business owners9 evidence-matched profilesCash flow and debt management7 evidence-matched profilesCharitable giving and philanthropy7 evidence-matched profilesEstate and legacy planning13 evidence-matched profilesFamily wealth and intergenerational planning7 evidence-matched profilesInsurance and risk planning8 evidence-matched profilesInvestment planning7 evidence-matched profilesRetirement income planning5 evidence-matched profilesRetirement planning16 evidence-matched profilesTax planning11 evidence-matched profilesWealth management13 evidence-matched profiles
Independent information directory. These pages combine stored advisor-specific topic evidence with stored public location evidence. They do not determine whether an advisor currently offers a service, is suitable for a visitor, or should be selected. Verify services, credentials, registration, fees, office location and availability directly with the advisor.