Assante advisors in Nova Scotia with published charitable giving and philanthropy 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

…ection – Trust and estate planning – Saving for children’s education – Insurance needs – Business succession planning – Charitable giving solutions I take the time to listen to my clients’ wants and needs which not only allows me to build a comprehensive, personalized wealth plan, but more importantly it provides my clients with peace of mind and a worry-free retirement. I am focused on managing my clients’ risk and I invest t…

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*

…a bigger impact in their community with tax smart giving. Glenn is involved in the area of tax savings strategies with philanthropy. Helping people create gifts for their community to better the world. Glenn’s passion is sharing his knowledge and ideas, inspiring people to create a big impact. Educating people on the impact of their money. Glenn and his team create Retirement Income Plans that offer confidence in answering th…

Including charitable giving as part of your overall wealth plan can become beneficial not only to yourself and your heirs, but for those in your local community or in countries across the world. To ensure that your planned giving has the greatest impact, whether it’s a significant gift to a favourite charity or establishing a foundation, we have access to the tax, legal, and estate planning professionals to help guide your phi…

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.

Charitable giving as part of your overall wealth or estate plan can have many benefits for you, your heirs, and the legacy you wish to leave for those in your local community or causes across the world. To ensure that your planned giving has the greatest impact, whether it’s a significant gift to a favourite charity or establishing a foundation, we have access to the tax, legal, and estate planning professionals to help make y…

…e goals. In the time that's followed, he has also been quoted in the Chronicle Herald on topics such as Investments and Charitable Giving. Percy's wide range of work experience, engaging personality and constant focus on delivering excellence have made him a valuable team member. Born in Halifax (and straight into skates!), Percy enjoys playing hockey, sailing and skiing. He is quite the cupcake decorator, enjoys winter barbeq…