Assante advisors in Quebec with published estate and legacy planning information

…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…

…ed below in more detail or get more information by visiting my comprehensive website . Tax planning Estate planning Insurance planning Retirement income planning Business succession planning Investment planning advice Cash flow and debt management Charitable giving

…package including investments, insurance, retirement planning, tax planning, business planning, and estate planning. He helps engage his clients with their advisory teams to make sure all decisions are the result of prudent planning.

…in-house network of walth 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…

…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…

…lanning and investment management in addition to delivering solutions for their tax, retirement and estate planning, and insurance needs, James Kocoris makes the decision of choosing a financial partner an easy one. With more than 20 years of experience in the financial services industry, James gets intimately acquainted with ev…

…in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants that work in concert. Our goal is not to replace your professionals but to advice you so that you may advice them for final implementation. As your advisor, I coordinate and pull all the pieces together…

…re provided through Assante Estate and Insurance Services Inc. Investments Retirement Insurance Tax Estate planning Lawyers and Notaries Tax accountants Financial Analysts Financial Planners Estate Practitioners Mortgage specialists

…x. He has an extensive knowledge of the global financial market mechanics and deep understanding of estate planning and tax efficient strategies. Jonathan and his team work with professionals, business owners and retirees alike to help them save taxes and transfer assets to the next generation. Jonathan has completed his Canadia…

…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…

…y-free retirement, running a business, sending children to college, fulfilling a lifelong ambition, leaving a legacy to your loved ones or to a cherished cause. Managing your wealth can be complex and time-consuming. Martin can simplify your life by addressing all aspects of your financial well-being, from investments and insura…

…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…

…nd complex wealth planning support that complements their wealth plans. She focuses specifically on estate planning and wealth transfer strategies for professionals, business owners, and other high net worth individuals and families. Magali joined CI Assante Private Client in 2016 after practicing estate, trust and family law at…