Assante advisors in Ontario with published retirement planning information

No matter what stage of life you’re in; retiring soon, already retired, or just starting your retirement planning, we can help you plan for and enjoy a financially secure retirement.

…I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your…

…s been life insurance licensed since 1981 and Mutual fund licensed since 1998. Arnie specializes in retirement income planning and estate protection.

…s and we will find which one is right for you. Tax and Estate Planning Strategies Wealth Management Retirement Income Planning Business Succession Planning Investment Advice Charitable Giving Insurance Solutions

…ns and teaching as well as periodic T.V. and radio appearances. Specialist in comprehensive tax and retirement planning and professionally managed programs designed to accumulate wealth and minimize taxes with reduced risk.

…I can help you gain peace of mind and achieve your plans for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your…

…RESP Accounts (RESP) Tax Free Savings Accounts (TFSA) Registered Disability Savings Accounts (RDSP) Retirement and Estate Planning Stocks and Bonds Limited Partnership Flow Through Share Mutual Funds Life Insurance and Segregated Funds* Long Term Care Insurance* Critical Illness Insurance* Disability Insurance* Mortgage Insuranc…

…alized service. I specialize in working with small-business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for the future and live happier and more fulfilled lives. As a trusted financial guide I help my clients make better decision about their money and sleep better at night.

…cuss the lifestyle you want and consider your future needs along with your sources of income during retirement. We will help you by recommending strategies for supplementary retirement income, managing risk and maximizing tax efficiency.

…TIFIED FINANCIAL PLANNER® professional and Chartered Life Underwriter® (CLU®), Casey specializes in retirement and estate planning, investment management, and taxation. He is also fully licensed in life insurance, enabling him to provide well-rounded advice that integrates both asset growth and risk management strategies for ind…

…ibility is to understand the big picture by evaluating the entirety of a client’s financial health: retirement planning, tax planning, portfolio construction and monitoring, risk tolerance assessment, multi-generational estate planning, education funding, insurance needs, and cash flow management. Our role is to co-ordinate all…

Retirement may seem a long way off, but it’s never too soon to begin saving. Financial planning is about more than just saving for retirement. We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes…

…rimarily focused on tax advisory and consulting services to owner-managed companies in the areas of retirement and estate planning, business succession planning, purchase and sale of a business, compensation planning and corporate reorganizations. Chris also previously served as a senior tax manager at BDO Canada LLP in Burlingt…

…nd services are provided through Assante Estate and Insurance Services Inc. 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 Est…

…rofessionals. David Demoe (CFP) has over 20 years experience providing specific financial, tax, and retirement planning advice to Canadians of high net worth. His work background with Canada Revenue Agency, and as a financial advisor with two major Canadian financial institutions, gives him added insight to ensuring his clients…

…account projected changes in your future lifestyle, I will advise you on your ability to meet your retirement goals and as to when you might comfortably retire in the style you desire. If you are already retired I will use a similar process to project how long your investments may last and your ability to maintain your retireme…

…customized to your unique situation. 2. I will develop a financial strategy to identify savings for retirement, children’s education, charitable initiatives, estate and tax planning and insurance needs including life, disability, critical illness and long term care. 3. We will meet on a regular basis to monitor your evolving nee…

• Retirement Planning • Investment Management • Insurance Strategies • Tax Planning • Estate Planning What other services can Ed provide for you? Ed will work with you to develop a financial plan that reflects your goals and interests. He has also assisted his clients with: Pension and Severance transfers Incorporation of their…

…I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your…

…I can help you gain peace of mind and achieve your dreams for the future, whether it's a worry-free retirement, running a business, sending children to college, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause. Life is a journey, so is financial planning… Since 1998, Gabe Orday, Financi…

…of Canada suggests that 74% of investors with an advisor felt that they would have enough money to retire, 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 life yo…

…legacies to succeeding generations and to your community, should you so choose. If you are already retired our focus is to ensure that, in today’s dollars, you continue to enjoy your retirement in the standard of living to which you have been accustomed. -- Steps 5 through 9 require approximately four to six weeks to complete f…

…e can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, we can work with you every step of the way. Managing your…

Registered Retirement Savings Plan (RRSP) Registered Retirement Income Fund (RRIF) Registered Education Savings Plan (RESP) Locked-In Retirement Account (LIRAs), Life Income Fund (LIF), Locked-in Retirement Income Fund (LRIF) Annuities

- 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.

…had over 40 years of financial experience. Together, they became a formidable team. Since Patrick’s retired in 2017, Heather continues to this day to ensure her clients are first and foremost in her mind. Heather believes she can help people with her experience, education and understanding, to create a unique financial solution…

…®) professional. She also holds the Financial Management Advisor (FMA) and Registered Financial and Retirement Advisor (RFRA®) designations. Her mission is to provide holistic and strategic planning to her clients in a transparent and cost-effective manner. With her background in banking, she continues to help facilitate credit…

…ou accumulate your wealth and preserve your current lifestyle so you can enjoy every moment of your retirement. I am here to help you look at the bigger picture and better prepare you for your future." – Iryne Thian, CFP ® Iryne enjoys relaxing by attending line-dance classes and travelling the world to explore different culture…

1. Tax saving strategies for individuals and small business. 2. Retirement Plans 3. When wil be good time to start taking CPP ( at the age of 60, 65, or 70)? 4. When will be good time to start withdrawals of RRSP and RRIF? 5. How to maximize your Government Senior Benefit? 6. How to manage your retirement savings and invstments…

Estate Planning Investment Planning Retirement Planning Tax Planning Net Worth & Cash Flow Planning Income & Asset Protection Business Succession *Insurance products and services are provided through Assante Estate and Insurance Services Inc. Structuring your affairs for a tax-efficient transfer to your heirs and/or charities Va…

…ll consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies. This goal-based financial security planning approach is designed to help you: Define customized short and long-term goals that ensure you…

…h an integrated approach to wealth planning that includes expertise in investments, insurance, tax, retirement and estate planning. James began his career as an Associate Advisor. His disciplined investment approach and professionalism earned him a reputation for being financially astute and client-focused. James believes in con…

We have access to many retirement income products. Based on your income goals, investment risk tolerances, and time horizons, we will tailor an income strategy for you. This could include regular mutual funds, to guaranteed income for life, to annuities. The options are almost endless. We will meet with you to customize a plan a…

…e can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, we can work with you every step of the way. Managing your…

We work with families, people preparing for retirement, retirees and small to medium size business owners that are looking to minimize risk and maximize their financial capabilities. We customized our services for clients who: are serious about personal financial freedom and have important financial and life goals. want their mo…

Retirement often lasts 30 to 40 years and has many different phases. Ensuring your assets take you through all the phases of retirement is a critical part of our planning solution. Research conducted for the Investment Funds Institute of Canada suggests that 74% of investors with an advisor felt that they would have enough money…