Assante advisors in Halifax, Nova Scotia with published retirement planning information

…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

…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…

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…

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…

…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…