Assante advisors in Vancouver, British Columbia with published family wealth and intergenerational planning information

…rusted advisor, I pull all of 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 your current financial affairs to formulate a plan that 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.

Plan for family succession : Many family businesses do not survive the tax bill generated by ownership transfer to the next generation. Proper planning can mitigate or avoid this consequence. We work with younger family members to help prepare them for ownership. Plan for succession with key personnel within the business : The best people to take over the reins are often already within the organization. Sale to a group of key…

…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 your current financial affairs to formulate a plan that 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. Discover the Assante difference.

…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 evaluate your current financial affairs to formulate a plan that 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.

…ure all the unique aspects of your tax situation are taken into account in an effort to maximize your after tax income. Wealth Transfer provides a framework to efficiently and effectively pass assets to succeeding generations. We utilize the expertise of our wealth planning group along with guidance from your lawyer to provide you a written estate plan. Wealth Protection helps protect your wealth against creditors, children’s…