Assante advisors in Manitoba with published insurance and risk planning information

…e with the objective of minimizing risk and maximizing financial outcomes. We will provide ongoing planning and advice, risk management and wealth management through a personalized and comprehensive solution. If you’re a client interested in legacy planning or charitable strategies, we can help coordinate the planning strategies necessary to meet your desired outcomes. We have extensive knowledge and experience working within…

…dvantage of the Private Client Managed Portfolio program. The Private Client Wealth Plan provides the highest degree of risk management analysis, tax and financial strategies, and wealth and estate transfer planning available in the financial services industry. To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact me at your convenience for a private consul…

We help our clients protect their families against loss of income due to a premature death, disability or critical illness such as cancer or heart disease. We help our clients make meaningful gifts to charities leaving lasting legacies We help our clients plan the equal transfer of their estate to their children when only one child carries on the family business. We help our clients maximize after tax income while also enhanci…

…r in the financial services industry in 1994, after spending 10 years in retail management. Investment, retirement, and insurance planning were important components in my own financial plan, but as a busy retail manager and a new parent, I didn't always take the time to appreciate or understand how it should all fit together. "Estate Planning" was a mysterious term and I wanted to know what it meant, its purpose and what it ac…

…l-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 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* Group Retirement & Insurance Benefit Programs

…tment products. In 2003, Dwayne added insurance products to his repertoire as he moved on to work with a major Canadian Life Insurance Company. In 2010, Dwayne obtained his Certified Financial Planner designation; validating his knowledge, and experience in the areas of Retirement Planning, Strategic Investment Planning, Income Tax Planning, as well as Risk Management and Estate Planning. The CFP certification is the most wide…