Assante advisors in Quebec with published insurance and risk planning information

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* *Insurance products and services provided through Assante Estate and Insurance Services Inc.

Call me to discuss any of the services mentioned 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

…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

…portunities go from domestic to global in scope, so does the complexity associated with the task. HOW? By synchronizing risk management, investments, estate and succession planning, we address your priorities as they evolve over time.By keeping the focus on the end game and away from reactive decisions, we avoid irreparable harm to achieving your financial goals. WHAT? Through a collaborative round table process, I work in con…

…ing Tax and Estate Planning Advice for Business Owners Investments Cash and Debt Management Charitable Giving Solutions Risk Management Plan for Life Changing Events Allocate cash flow more efficiently to reduce overall taxation Arrange "Cash Damming" to convert non-deductible debt Implement corporate funded insurance strategies Structure holdings to maximize ultimate wealth Plan the purchase or sale of businesses, homes and i…

…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