Assante advisors in Ontario with published retirement planning information

With 20 or more years of retirement ahead of you, your prioties will depend on how well you have prepared. Your main concerns may be the protection of your assets, debt elimination, family health care, helping your children, retirement planning, business exit strategy, wills and trusts.

…with complex needs Business owners transitioning out of their business Individuals transitioning to retirement Couples or individuals downsizing Families of wealth looking to safeguard their legacy Families and Individuals with complex tax or estate planning needs Philanthropists looking for creative solutions to make a bigger i…

…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…

…oach, helping clients manage all aspects of their financial lives, including investment management, retirement planning, insurance strategies, tax planning, and estate planning. By understanding each client's unique goals, values, and circumstances, I develop customized strategies designed to help them build, protect, and transi…

…hat they are able to focus on accumulating business and/or investment assets to fund their eventual retirement. If retired, they recognize the importance of relying on a professional to help them manage their financial affairs so that they have more time to focus on their family, their hobbies and interests, and enjoying their a…

…inancial Planner (PFP®), Fellow of CSI (FCSI®), Chartered Investment Manager (CIM®), and Registered Retirement Consultant (RRC®). My extensive knowledge in investment, tax, retirement and estate planning allows me to create a holistic plan tailored to your personal or business goals. I believe regular communication is key to ens…

…ur business interests. 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 Debt management Insurance planning

…f comprehensive and integrated wealth-management services among her client offerings. These include retirement, estate, tax, education, insurance, risk management and investment planning. Marilyn is affiliated with a number of investment-industry associations, including the Investment Industry Regulatory Organization of Canada (…

…discuss: Insurance planning Investment planning advice Cash management Mortgage and debt management Retirement income planning Tax and estate planning Business succession planning Charitable giving

…ur business interests. Discover the Assante difference. Call us to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning Education savings plans Charitable giving Disability savings plans Insurance planning Insurance products and services are provided through Assante Estate…

…of age and are largely dependent on your accumulated business and/or investment assets to fund your retirement. If you are already retired, you recognize the importance of relying on a professional to manage your financial affairs in order to enjoy the rewards of a successful career. You are open minded and are willing to honest…

…and advice We discuss a range of financial topics (tax, estate, investment planning, debt planning, retirement, pension, corporate management, business transition, insurance, etc.) and how they may impact your plan and goals

…with a higher education? If so, who? when? And do you have an idea of what it will cost? What about retirement plans? What will you do and how much will it cost to do it? Not just the day after you retire, but 10, 20 and even 30 years later? Are your parents living, and if so will you be expected to contribute to their support a…

Please join me at our next Retirement income Planning workshop. This workshop will help you determine the best choices for your unique circumstances to ensure a successful retirement. You will have knowledge and resources to: - Structure your retirement income to provide sustainable income for life - Determine how and when to co…

…, and continues to monitor the client family’s tax and financial affairs thereafter and through the retirement years. Our Commitment to Farm Families The Assante Ag Group is committed to maintaining the high levels of proficiency and expertise required to provide professional advice throughout our long-term relationships with Ca…

…ur business interests. 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 Insurance planning

…e difference. A complete list of our financial planning services include: Private Wealth Planning - Retirement Planning - Tax and Estate Planning - Cashflow and Mortgage consultation - Registered investments including RRSP's, TFSA's, RESP's, RDSP's. RRIF's, LIRA's and LIF's - Non registered investments - Life insurance - Disabil…

…t bring clarity to your financial future. These models incorporate detailed analyses of cash flows, retirement scenarios, tax implications, and estate planning considerations, ensuring that every aspect of your financial well-being is addressed. By leveraging data-driven insights and cutting-edge financial tools, we help you vis…

…re going through the same challenges and opportunities we have with our own families. Whether it be retirement income planning, navigating the markets, cottage succession planning, business exit strategies or even putting our kids through school. The advice we give reflects the understanding that families work hard to provide fo…

…d a client-first approach to every relationship. As a trusted financial advisor, she specializes in retirement forecasting and wealth management serving individuals, families and business owners. Over the course of her career, Paula has guided clients through all market cycles and life's transitions - always with a focus on long…

…year-old couple, there is an 82% chance that at least one of them will need long-term care in their retirement? Please click on the link at the bottom of this page for more information.

…oals and objectives, to the point of sharing a client’s vision for financial success, lifestyle and retirement. To provide excellent advice and services, I extend invitations to like-minded prospective clients who share a mutual degree of compatibility with me - as to philosophical outlook and our styles of approach for financia…

…ts achieve financial independence and the kind of life they want to live and especially through the retirement years. I pride myself on offering wealth, investment, tax and estate planning advice combined with service excellence to my clients, and to their families and friends. My goal is to simplify and enhance the life of my c…

Planning for retirement is one of the most important steps you can take for your financial future. The right account can help you save efficiently and support your financial goals in retirement. Below is a breakdown of the different retirement accounts available to you: Registered Retirement Savings Plan (RRSP) This account allo…

…inancial strategy will identify and offer strategies to address the challenges regarding saving for retirement, planning for your estate needs, business succession planning, tax optimization and much more. Module 4 Monitor and Review We will meet on a regular basis to monitor your evolving needs and goals in light of changes in…

(RRSP) Registered Retirement Savings Plan A Canadian financial planning instrument that allows contributions to be used in income tax deductions. The hope is that this will encourage people to save for their retirement. (LIRAs) Locked-In Retirement Accounts A locked-in RRSP. To receive income from LIRA funds, the funds must be t…

…the last number of years has been on individual clients’ financial planning needs for: investments, retirement planning, children/grandchildren education funding, and estate preservation in addition to providing services to small and mid-sized businesses for Group benefits and RRSP programs.

…in control of their finances. My practice is focused on helping you prepare for and transition into retirement with confidence. I specialize in making complex financial concepts easy to understand and providing you with the specific information relevant to your financial situation. This allows you to make financial decisions tha…

…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…

…your finances is hard to do. Developing the expertise to understand financial markets, taxation and retirement planning is even harder. My role as an Assante Advisor is to help guide you through many of the complexities associated with wealth management. How do I keep up with changing markets and legislation? When can I retire?…

Mandatory withdrawals from your Registered Retirement Income Fund are taxed as income, but these key strategies can help minimize your tax liability and protect your retirement nest egg....

…, and determine how decisions will be made. Compile account statements and other documents; discuss retirement, children's education (if applicable), and other goals; determine risk tolerance (investor profile); explore general values and priorities in the areas of work, family, and personal fulfillment. Determine what you need…

…business interests. Discover the Assante difference. Contact me to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

Planning your retirement should start when you are young . The sooner you can start to save, the more time you have to generate a solid nest-egg for your family. Research conducted for the Investment Funds Institute of Canada suggests that 74% of investors with an advisor felt that they would have enough money to retire , compar…

…h The Manson Team today to experience the Assante Advantage! Financial/Tax Planning Estate Planning Retirement Income Planning Life Insurance & Segregated Funds ( Provided through Assante Estate & Insurance Services Inc. ) Travel, Disability & Critical Illness Insurance Mortgages & other Manulife bank products ( Manulife One, Sa…

…e areas and offer recommendations as to the best type of plan to cover that need Wealth Management, Retirement and Estate Planning Services We provide the following range of services and solutions that allow you to assess and implement the latest financial planning strategies to help you achieve your retirement goals, preserve y…