Assante advisors in Ontario with published investment planning information

Optimize your portfolio with tax-efficient strategies designed to enhance long-term outcomes.

…ital while providing a “Margin of Safety”. Franklin Templeton Investments. Sir John Templeton established a world-class investment management firm by adhering to a disciplined investment philosophy and approach. The firm's approach to investing has been to buy great businesses at points of maximum pessimism. This approach has rewarded investors with superior long-term results while preserving capital. Superior management Time-…

…n in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. We pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation - Tax and estate planning - Retirement income planning - Business succession planning - Investment planning - Cash management - Charitable giving and much more.

…n 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. Contact 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

…l-being: investments, insurance, tax planning, estate planning, personal and family wealth and any business interests you many have. Discover the Assante difference. Contact me to discuss: Investment Planning Advice - TFSA's Retirement Income Planning Tax and Estate Planning Insurance Planning Education Planning Disability Planning Mortgage and Debt Management Cash flow Management Business Succession Planning Charitable Giving

Generational transfer and inheritance planning discussions with all family members and their respective professional advisors Private Foundations Charitable Trusts Community Foundations Social Enterprises Endowment Funds Investment management services for funds held in any of the above structure

…lanning 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 Insurance products and services are provided through Assante Estate and Insurance Services Inc.

Our goal is to help prepare a prudent investment strategy that is tailored to your objectives and risk tolerance. We will then implement, consistently and carefully, with a broad range of best-in-class products and services. We have access to managed portfolio that utilizeproven asset allocation and diversification techniques under the guidance of our experienced portfolio managers. You will get leading solutions combined with…

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

…ffairs 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. Contact us today to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Insurance planning Your Complete Financial Picture