Assante advisors in Ontario with published estate and legacy planning information

…tegies for passing on wealth, minimizing taxes, and supporting causes you care about. Key Services: Estate Planning Intergenerational Wealth Transfer Charitable Giving Strategies

…rvices, 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

…ing for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well…

…RESP) Tax Free Savings Accounts (TFSA) Registered Disability Savings Accounts (RDSP) Retirement and Estate Planning Stocks and Bonds Limited Partnership Flow Through Share Mutual Funds Life Insurance and Segregated Funds* Long Term Care Insurance* Critical Illness Insurance* Disability Insurance* Mortgage Insurance* Health, Dent…

…ent specific needs: retirement income sustainability; risk management; tax minimization strategies; estate planning and wealth transfer objectives. Risk management – insurance planning and coverage appropriate to address life, disability, critical illness and supplemental health benefits. Cash management solutions – Canadian and…

…was responsible for creating and providing highly specialized investment, portfolio management and estate planning services for the top clients of these institutions. As a Financial Planning Advisor for the past seventeen years, Bryan brings his unique and extensive wealth of knowledge to each of his clients in the pursuit of t…

…L PLANNER® professional and Chartered Life Underwriter® (CLU®), Casey specializes in retirement and estate planning, investment management, and taxation. He is also fully licensed in life insurance, enabling him to provide well-rounded advice that integrates both asset growth and risk management strategies for individuals, famil…

…tax planning, portfolio construction and monitoring, risk tolerance assessment, multi-generational estate planning, education funding, insurance needs, and cash flow management. Our role is to co-ordinate all activities to ensure they are working in harmony towards a common goal: Our client’s financial progress. Chris is a Cert…

…re on track to meet those goals. I help with investment recommendations and evaluating credit risk, estate planning, pension transfers, and investment management.

…d on tax advisory and consulting services to owner-managed companies in the areas of retirement and estate planning, business succession planning, purchase and sale of a business, compensation planning and corporate reorganizations. Chris also previously served as a senior tax manager at BDO Canada LLP in Burlington. His overall…

…and a MBA from York University, Ed has focused on wealth management, investment, tax, financial and estate planning advice as a Senior Financial Advisor with Assante Capital Management Ltd. Ed is a strong contributor to the community. He is an active member of the Wyoming Lions Club and has been an avid supporter of the Oil Heri…

…oad range of services and solutions supported by an in-house network of wealth planning experts 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…

…ing for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well…

…ree retirement, running a business, sending children to college, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause. Life is a journey, so is financial planning… Since 1998, Gabe Orday, Financial Planning Advisor has been providing financial planning advice to individuals and families acr…

…to uniquely customize various solutions for you in the areas of: Retirement Counselling 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 financ…

…ing for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, we can work with you every step of the way. Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial we…

…risk profile and asset mix. Review income asset strategies and insurance strategies. Review tax and estate planning strategies. Input data model and analyze findings. Prepare report for presentation and review. Agree on a long-term plan designed to meet financial objectives. Analyze appropriate product options. Implement plan wi…

…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…

…ms and goals. This involves incorporating a balanced investment strategy, along with proper tax and estate planning services. Among the greatest strengths Ivan brings to his client relationships are his knowledge, integrity and dedication to exceptional service. Ivan holds a B.Sc. in Computer Science. His commitment to maintaini…

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 Va…

…roduces a detailed and solid financial structure that explores and intergrates all areas of tax and estate planning, risk management, insurance and investment planning. Our goal is: "To know you as well, or better than you know yourself financially, for the purpose of assisting you in setting and meeting your goals in life". Whe…

…approach to wealth planning that includes expertise in investments, insurance, tax, retirement and estate planning. James began his career as an Associate Advisor. His disciplined investment approach and professionalism earned him a reputation for being financially astute and client-focused. James believes in continually improv…

…ing for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, we can work with you every step of the way. Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial we…

Estate Planning 2020 An Individual's Tax Saving Strategies in Uncertain Times What Does Retirement Mean To You? RRSP Vs. TFSA What is Right Amount of Cash? Investment Executive. ( November 2016) One Income Couple? Learn Ideas to keep your Financial Goals on Track.Globe & Mail Nov.2017 Do's and Don'ts of RESPs Emotional Investing…

…are, aged care planning, inheritance tax mitigation, gifting to family, preservation of capital and estate planning.

…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 touch you and your family. Joan does not shy away from those tough issues when discussing family…

…ing for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well…

…ives, including investment management, retirement planning, insurance strategies, tax planning, and estate planning. By understanding each client's unique goals, values, and circumstances, I develop customized strategies designed to help them build, protect, and transition their wealth. Providing exceptional service and acting i…

…Registered Retirement Consultant (RRC®). My extensive knowledge in investment, tax, retirement and estate planning allows me to create a holistic plan tailored to your personal or business goals. I believe regular communication is key to ensuring your plan stays aligned and adapts as your life evolves. I am passionate about wor…

…ents achieve an integrated wealth management strategy that extends beyond traditional financial and estate planning. Lawrence holds a BA from York University; he specialized in Mathematics for Commerce. He believes in continually improving his education to better serve his clients. By earning industry designations, he is committ…

…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 help you see the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate you…

…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.

…in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your trusted advisors, 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 evalua…

…inancial disciplines including investment advice, retirement planning, tax planning, insurance, and estate planning. I will draw on an extensive network of expert resources to address each facet of your financial life, and develop an integrated wealth management plan that brings harmony and efficiency to the pursuit of your goal…

…fe by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire. If you are looki…

…ory group that assists Canadian farm families in the areas of tax planning, retirement planning and wealth transfer. The Assante Ag Group consists of highly experienced and trusted Wealth Advisors as well as lawyers and accountants with knowledge and experience in the tax and estate planning issues that affect farmers. Taxation…