Assante advisors in Quebec with published family wealth and intergenerational planning information

…ain wealth. Everyone has income and expenses, but a family estate will allow you to accumulate wealth to pass onto your next generation of family. When you are young, you have the highest income earning potential. As your family grows, you will inevitably incur more expenses. Successful wealth building requires you to maintain a sustainable balance between savings and spending. Find the right income-producing investments that…

…h to their financial future. Along the way, he helps them tackle the issues that are most important to them including retirement, risk management, tax planning, protecting their loved ones, and transferring their wealth to the next generation. Working with his team, they provide peace of mind for successful families and business owners so they can focus on the things that matter most to them. David is also a CFA charterholder.

…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. Call me 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

…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. Call me to discuss: Tax and estate plannin Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

…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 Canadian Securities Course and Wealth Planning Course, and has his Chartered Investment Manager (CIM) designations. He is actively involved in the Canadian Breast Cancer Foundation. Jonathan is securities licensed and well positioned to recommend independent mutual…

…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. Call me to discuss: Mortgage and debt management Insurance planning Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving

…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 several firms. During her time in private practice, she assisted clients in establishing and implem…