Independent advisor information directory · Verify services, credentials and registration directly
EVIDENCE-BACKED TOPIC + LOCATION
Assante advisors in Halifax, Nova Scotia with published retirement income planning information
Browse advisor profiles in Halifax, 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.
5profiles with direct evidence
Halifaxverified location
Retirement income planningplanning topic
A–Zdisplay order
Published advisor evidence
Every profile below satisfies two independent filters: stored public location evidence for Halifax, Nova Scotia and advisor-specific public content directly matching retirement income planning. Corporate-generic passages, testimonials and team-member biographies are excluded from qualification.
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
…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
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…
…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.
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.
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.
