Assante advisors in Nova Scotia with published retirement planning information

…ofessionalism, while committing himself to the best interests of his clients. He has specialized in retirement, investment, and tax planning for Sobeys employees since 2000 when he began offering retirement information sessions at Sobeys National & Regional offices in Stellarton. As a result of the Sobeys employees’ high level o…

…ifference. 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

…ng for life’s expected and unexpected events. I help my clients with the following: – Tax efficient retirement planning and wealth protection – Trust and estate planning – Saving for children’s education – Insurance needs – Business succession planning – Charitable giving solutions I take the time to listen to my clients’ wants…

…e family farm Planning for the tax efficient transfer of the family farm to the next generation Pre-retirement planning for the tax efficient sale of farm equipment, inventory and other assets Planning tax efficient business structures for the family farm and other ventures Personal tax and estate planning Financial and retireme…

…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*

One of the biggest misconceptions about retirement is that income tax will be lower for retired seniors. While it is true that there are tax benefits available to retirees, the tax brackets are the same for all Canadians. It is a bit of a nuanced topic, but it is important to know the distinction. A retiree’s overall tax bill ma…

If you are looking for a retirement "expert", there is certainly no shortage of options. In fact, you can do a quick online search or browse through your local news stand or flip through the channels... and you can find a million of them. "Experts" who are all ready to tell you that they have the answers you are looking for to s…

…f Canada suggests that 74% of investors, with an advisor, felt that they would have enough money to retire with, compared to just 53% who did not have expert advice. (Ipsos Reid, 2010). If you’re not working with a financial professional towards your retirement goals, how much is it really costing you? No matter what stage of li…

…uestion on each client’s mind is: “Am I ok?”. Everyone’s version of “ok” is different: am I “ok” to retire, am I “ok” to put my children through university, am I “ok” to leave a financial safety net for my family, or a legacy for the community? These questions are the foundation of our relationship, and how I serve you. The fina…

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 Finan…

…family well into the future. Our options include the following registered savings plans: Registered Retirement Savings Plan (RRSP). If you have earned income, you can contribute to an RRSP. By contributing to an RRSP, you can take advantage of substantial tax savings and enjoy peace of mind knowing you'll have secured retirement…

…future financial and lifestyle objectives. Help you shape the way you want to live before and after retirement by providing comprehensive advice. Maintain a close working relationship with you to improve your prospect for financial success in today’s complex financial environment. Represent you, my client, rather than the invest…