Assante advisors in Ontario with published cash flow and debt management information

We start by getting to know you — your goals, values, family dynamics, and financial realities. Whether you're looking to retire early, support aging parents, or help your kids through university, we begin with what’s most important to you. Key Services: Financial Planning Education Planning Goal Setting & Cash Flow Analysis

…ing we will spend one to two hours to get to know more about you and your financial objectives. In this step, we will need all of your financial statements that include insurance, debts and current investment holdings. We will also go over your cash flow and estate issues and any other financial concerns that you may have. This information allows us to begin formulating financial strategies to best help you achieve your goals.

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.

…nancial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning. Discover the Assante difference. Call me to discuss: Tax and estate planning Retirement income planning Investment planning advice Mortgage and debt management Insurance planning Insurance products and services are provided through Assante Estate and Insurance Services Inc.

…, should I in the future? • Do I need insurance – if so, what kind and how much? • How can I decrease how much I am paying in income taxes? • I am earning a decent amount of money but I feel like I am not getting ahead. How can we structure my cash flow differently? I always welcome an initial conversation to see if we are a good fit. I can be reached by email at efitzgerald@assante.com or by direct phone call at 613-877-3993.

Almost everyone incurs debt at some point in their lives. That’s why debt management should play a fundamental role in your financial plan. 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 any upcoming financial committments or unforseen expens…

…Planning Integrated Wealth Management Investment Planning Advice Cash and Money Management Solutions Charitable Giving Debt Management We focus on the areas that matter most to you to help bring peace of mind to your financial affairs. Once we have identified your lifestyle and estate objectives, and collected the required data , we bring in the appropriate specialists to create comprehensive solutions. These solutions can be…

- 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.

Almost everyone incurs debt at some point in their lives. That’s why debt management should play a fundamental role in your financial plan. 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 the future.

Estate 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 Wi…

Did you know we have access to mortgage and loans? We have relationships with Manulife Bank and National Bank that will provide you with in-home service at competitive rates without the hard selling pressures of traditional banks. Talk to us today about how we can help reduce the amount of interest you will pay over the life of your mortgage. Using borrowed money to finance the purchase of securities involves greater risk than…

…ce field and the CERTIFIED FINANCIAL PLANNER® designation in the wealth planning field. He also has certifications as a Cash Flow Specialist. Jan recognizes the importance of keeping up to date in his industry. He invests time in continuing education courses and attends industry related conferences on an annual basis. Jan enjoys working with his clients. Everyone has a unique life story and he finds it fascinating to listen to…

How to Fund Your Retirement Dreams (May 2016 Snapd) The Cash Flow Plan discussed on RogersTV (Video) The Cash Flow Spreadsheet

…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

We can refer you to a mortgage-licensed specialist who can help you with a wide selection of lending products. By providing your e-mail address you provide our team with your express consent to send you Commercial Electronic Messages ("CEM") related to finances and/or investments that may be of interest to you. If you no longer want to receive e-mails of this nature you can withdraw your consent at any time by contacting us. Q…

Almost everyone incurs debt at some point in their lives. That’s why debt management should play a fundamental role in your financial plan. 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 any future borrowing.

…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

…mple and systematic, removing any guess work from next steps and action items. Step by step we help you build a budget, cash flow management, regular saving plans, annual tax minimization strategies, along with portfolio construction and management. Your personal financial plan incorporates all elements of your life (personal and corporate if applicable) to lay out an achievable path to your dream retirement. Annual net worth…

…and personal fulfillment. Determine what you need to do to reach your 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 rat…

…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

Wealth Preservation Tops List CBC Episode 6 : The Debt (Starts at 9min) How to Get Debt Under Control

…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.

…ng-term care insurance*. Tax Planning We work to maximize your after-tax rate of return by designing your portfolio and cash flow to minimize the amount of income tax you pay by regularily monitoring client's individual situation and ever-changing income tax rules. Estate Planning The objective of estate planning is to ensure you distribute your estate to those who you want to benefit at the appropriate time in an efficient an…

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.