Browse advisor profiles in Burlington, Ontario whose stored advisor-specific public evidence directly references estate and legacy planning. Profiles are displayed alphabetically. Inclusion is an evidence and location match, not a recommendation, ranking or suitability assessment.
Every profile below satisfies two independent filters: stored public location evidence for Burlington, Ontario and advisor-specific public content directly matching estate and legacy planning. Corporate-generic passages, testimonials and team-member biographies are excluded from qualification.
Financial Advisor
Burlington, Ontario…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…
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Senior Financial Planner
Burlington, Ontario…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…
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SENIOR FINANCIAL PLANNING ADVISOR
Burlington, Ontario…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…
View published source ↗Senior Wealth Advisor
Burlington, Ontario…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…
View published source ↗Assante advisor
Burlington, Ontario…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…
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Senior Financial Advisor Insurance Advisor
Burlington, OntarioCall 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.
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