Assante advisors in Ontario with published estate and legacy planning information

…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…

…in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates everything. Together, we build a plan tailored specifically to your financia…

…siders not only your investments but also your broader financial picture, including tax strategies, estate planning, and legacy goals. With a team of experienced professionals and a commitment to ongoing education, we strive to empower you with the confidence and clarity needed to achieve your financial aspirations. At CI Assant…

…ing access to a comprehensive r ange of services, from investment and tax advice, family trusts and estate planning, insurance, and professional support services that are capable of serving multiple generations. What if clients have questions or concerns? We make ourselves accessible to clients , to provide very personal service…

…and especially through the retirement years. I pride myself on offering wealth, investment, tax and estate planning advice combined with service excellence to my clients, and to their families and friends. My goal is to simplify and enhance the life of my clients; that’s why I’m here! My administrative team consists of Chantal R…

…uss your financial goals. You will receive practical tools to help you organize and understand your estate planning: Estate Planning Reference Guide Executor’s Planning Guide Estate Planning Checklist

…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. We are focused on helping individuals, families and business owners meet their financial goals. Our “Step-by-Step” approach simplifies and enhances our clients' lives.

…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…

…prehensive Wealth Planning The combination of traditional investment Advice with insurance, tax and estate planning takes your entire financial situation and future lifestyle objectives into consideration. Your Wealth Plan is designed to provide a roadmap to preserve the wealth you have worked so hard to create, enhance it as mu…

…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 - Busin…

…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 rationale for each, obtain y…

…t's a worry-free retirement, saving for your children's education, fulfiling a lifelong ambition or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Mananging your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wel…

…plan; and recommend strategies designed to minimize the tax burden on your income and investments. Estate Planning What is Estate Planning? Estate planning is the process of anticipating and arranging that your final property and health care wishes are honoured during your life and after death. It also incorporates tax minimiza…

…a me e t ing with The Manson Team today to experience the Assante Advantage! Financial/Tax Planning Estate Planning Retirement Income Planning Life Insurance & Segregated Funds ( Provided through Assante Estate & Insurance Services Inc. ) Travel, Disability & Critical Illness Insurance Mortgages & other Manulife bank products (…

…er recommendations as to the best type of plan to cover that need Wealth Management, Retirement and Estate Planning Services We provide the following range of services and solutions that allow you to assess and implement the latest financial planning strategies to help you achieve your retirement goals, preserve your wealth and…

…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…

…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 and tax effective manner. *Insurance products and services are provi…

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.

…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…