Assante advisors in Nova Scotia with published cash flow and debt management 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

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*

…or the future and also to make sure their day-to-day finances are in order in regards to banking fees and interest costs. I work to ensure that clients who are close to retirement have a portfolio that meets their risk tolerance and future income needs. Also, working with clients who are retired to help them manage cash flow, including taxation. In summary, I work to be a resource for clients with regards to any money matters.

…t makes a difference to you and your community. Almost everyone incurs debt at some point in their lives and that’s why debt management should play a fundamental role in your financial planning. It is important for you to have the capacity to pay for unplanned expenses or major life changes. By assessing your current debt situation, we can assist you in handling your current debt and assess how well prepared you are to handle…

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.

…on – whether individual, family or business owner. Having owned retail and service businesses, Rob relates to other business owners. Rob fully understands the realities of cash flow, business partner dynamics, employee management issues, and financial challenges and opportunities in building a business. Others can read about cash flow in business books, but Rob can truly put himself in a business owners’ shoes. Finding Clarity