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Assante advisors in Nova Scotia with published retirement income planning information

Browse advisor profiles in Nova Scotia whose stored advisor-specific public evidence directly references retirement income planning. Profiles are displayed alphabetically. Inclusion is an evidence and location match, not a recommendation, ranking or suitability assessment.

8profiles with direct evidence
Nova Scotiaverified location
Retirement income planningplanning topic
A–Zdisplay order

Published advisor evidence

Every profile below satisfies two independent filters: stored public location evidence for Nova Scotia and advisor-specific public content directly matching retirement income planning. Corporate-generic passages, testimonials and team-member biographies are excluded from qualification.

Alex M. Skoke

Alex M. Skoke

Senior Financial Planning Advisor

Nova Scotia
CFP® · CIM® · FMA
A Complete Approach to Wealth Management

…your main source for all of your wealth needs, I can help you make the right decisions. 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 Life Insurance planning Insurance products and services are provided through Assante Estate and Insurance Services Inc.

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Blaine Conrad

Blaine Conrad

Investment Advisor

Dartmouth, Nova Scotia
CFP · B.Comm.
Product & Service Offering

Insurance products and services are provided through Assante Estate and Insurance Services Inc. Principal-Protected Notes Mutual Funds GICs Government of Canada Bonds Provincial Bonds Wrap Accounts Group RRSPs RRSPs Tax-Free Savings Accounts (TFSAs) RRIFs RESPs Segregated Funds Annuities Life Insurance Deferred Profit Sharing Plans (DPSPs) Defined Contribution Pension Plan

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Bob Mackay

Bob Mackay

Senior Financial Advisor

Halifax, Nova Scotia
A Complete Approach to Wealth Management

…ell-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: 902-407-9927 or email bob.mackay@assante.com Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

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Chris Ball

Chris Ball

SENIOR FINANCIAL PLANNER, CFP®

Halifax, Nova Scotia
CIM · CFP® · FCSI®
How I Can Help

…to achieve extreme tax efficiency for my clients. We have had a dramatic positive impact with Managers and Executives in the following areas: Executive compensation planning Using universal life insurance as a tax shelter Utilizing flow-through shares to reduce tax Proper estate planning Retirement income planning Risk management with critical illness, long term care and travel insurance Tax-efficient Corporate Class investing

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Darryl Smith

Darryl Smith

Senior Financial Advisor

Bedford, Nova Scotia
Ask For More.

Call me to discuss: *Insurance products and services are provided through Assante Estate and Insurance Services Inc. Tax and estate strategies Retirement income strategies Business succession strategies Investment advice Cash management Charitable giving Mortgage and debt management Insurance strategies*

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Emily Rae

Emily Rae

Senior Financial Planning Advisor

Halifax, Nova Scotia
CFP
Emily Rae - MEDIA

Raymond will receive the Pension Income Amount tax credit as he receives income from an eligible pension. The tax credit is $2000 and this will result in $2000 of Raymond’s income being paid to him tax-free. If he allocates part of his pension income to Julie, she is eligible for this credit as well. Raymond and Julie can also take advantage of CPP splitting, which is done at source with CPP. Raymond receives $1100/mt in CPP b…

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Glenn Stewardson

Glenn Stewardson

Financial Planning Advisor

Halifax, Nova Scotia
CFP · FMA · MFA-P
About Glenn

…o better the world. Glenn’s passion is sharing his knowledge and ideas, inspiring people to create a big impact. Educating people on the impact of their money. Glenn and his team create Retirement Income Plans that offer confidence in answering the question “will I have enough”. This question is asked in a number of ways however; the main concern people want addressed is that they will not run out of money in their retirement.

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Nicholas Hounsell

Nicholas Hounsell

Financial Advisor

Halifax, Nova Scotia
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 *The Wealth Planning Group is a part of Assante Private Client which is adivision of CI Private Counsel LP, and an indirect, wholly-owned subsidiary of CI Financial Corp.

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Independent information directory. These pages combine stored advisor-specific topic evidence with stored public location evidence. They do not determine whether an advisor currently offers a service, is suitable for a visitor, or should be selected. Verify services, credentials, registration, fees, office location and availability directly with the advisor.