Assante advisors in Nova Scotia with published estate and legacy planning information

…t 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. Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by…

…in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your trusted advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate…

…nce to a select group of individuals, families and business owners. My expertise lies in wealth and estate planning, business succession planning and planning for life’s expected and unexpected events. I help my clients with the following: – Tax efficient retirement planning and wealth protection – Trust and estate planning – Sa…

…sted wealth advisors, lawyers and accountants with specialized knowledge and experience in the tax, estate planning, wealth transfer and other special issues and rules that affect farmers. I bring the experience and resources of this team to ensure you take a holistic approach to managing your wealth and assets. We can have a po…

…n-house network of wealth planning experts including investment analysts, accountants, lawyers, and estate planning consultants. As your trusted advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate…

…excellence in client care, with a balanced approach to investing and a specialty in Retirement and Estate Planning. I deliver high-quality advice and integrated wealth management solutions that simplify and enhance the lives of my clients. I am a CFP® professional, recognized internationally as the top professional accreditatio…

…nancial planning and risk management strategies, personal and business tax planning strategies, and wealth transfer strategies to solve estate planning and succession issues. Our ultimate goal is to help you provide complete financial and life management solutions that simplify and enhance the lives of our clients. Research cond…

…n-house network of wealth planning experts* including investment analysts, accountants, lawyers and estate planning consultants. As your trusted advisor, we pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluat…

…ns to his field, serving as Chair of IIROC’s Nova Scotia District Council, President of the Halifax Estate Planning Council, and on the boards of Junior Achievement of Nova Scotia and the Nova Scotia Kidney Foundation. Currently, he volunteers with the Canadian Ski Patrol, combining his love for winter sports with first-aid supp…

…ne of Canada’s leading chartered banks, providing clients with financial guidance in Investment and Estate Planning. Aside from a Business Management certificate from Université du Québec à Montréal, he has a Certified Financial Planner certification and also holds the Canadian Investment Manager (CIM) designation. Robert-Yves i…

…ce. In my practice I continually strive to: Keep abreast of the latest investment trends, tax laws, estate planning and other vital retirement planning issues through on-going professional development. Provide personal service that builds relationships in good times and provides support in tough times. Follow a conservative inve…