Assante advisors in Ontario with published charitable giving and philanthropy information

As your life evolves, so does your financial picture. We help you think ahead — not just about retirement, but about what you want to leave behind. Your plan includes thoughtful strategies for passing on wealth, minimizing taxes, and supporting causes you care about. Key Services: Estate Planning Intergenerational Wealth Transfer Charitable Giving Strategies

…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

…roperty Planning a will Individual pension plans Tax planning for the transfer of your family farm Incorporating your business or professional practice Retirement compensation arrangements Shareholders' agreements Tax planning for the sale of your business Ceasing Canadian residence Planning for incapacity or a disabled beneficiary Charitable giving, private and public foundations, making donations of cultural property and art

…ncial situation. Based on personal and business interests, Brock coordinates strategies for tax, estate, investment and philanthropy around your personal and business interests. You will benefit from the personalized wealth management solutions created for you, which walks you through every step of the way to reach your financial goals and aspirations. Brock helps you get your financial affairs in order - and keep them that wa…

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.

…vidends -retirement savings Tax Planning -incorporation -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 ar…

…Legacy and Estate 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. Thes…

- 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.

…e capital necessary to fulfill a variety of needs including income replacement, debt repayment, estate equalization and charitable giving. Let our team complete a throrough needs anaylsis to ensure that you and your family are prepared. We offer the following products that we can customize to complement your wealth plan: Insurance products and services are provided through Assante Estate and Insurance Services Inc. Term Life I…

Market Updates - How do bonds help the portfolio. Overcoming low rates with active management Donor-Advised Funds - Support the Causes You Care About Managing Money for the Younger Investor - For those in the early stages of building wealth

…been assisting individuals, families and business owners achieve a successful balance between their financial goals and philanthropic intentions. With a strong background in Canadian tax law, Joan helps to develop strategic financial and estate plans that include tax efficiencies, efficient wealth transfer and effective charitable giving strategies. Planning for and dealing with major life events are challenging when they touc…

…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.

…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

…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.

…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

It was a pleasure to be a panelist on the Advisor Discussion Panel at the 2018 Mindpath Advisor Philanthropy Conference co-presented by the Canadian Association of Gift Planners GTA Chapter.

…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.

Whatever cause you wish to support, or your absolute favorite charity, we offer strategic gift planning advice that can help you reach your philanthropic goals. Our team has the skills, resources, and partnerships with tax, legal, and estate planning professionals that can help create a plan that is tailored to you. Contact our team for more information about: accounting services legal services estate services

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.