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Assante advisors in Ontario with published retirement planning information

Browse advisor profiles in Ontario whose stored advisor-specific public evidence directly references retirement planning. Profiles are displayed alphabetically. Inclusion is an evidence and location match, not a recommendation, ranking or suitability assessment.

76profiles with direct evidence
Ontarioverified location
Retirement planningplanning topic
A–Zdisplay order

Published advisor evidence

Every profile below satisfies two independent filters: stored public location evidence for Ontario and advisor-specific public content directly matching retirement planning. Corporate-generic passages, testimonials and team-member biographies are excluded from qualification.

Tom Cooney

Tom Cooney

SENIOR WEALTH ADVISOR

Mississauga, Ontario
CFP · R.F.P. · CLU® · CPCA
A Complete Approach to Wealth Management

…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 Insurance products and services are provided through Assante Esta…

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Trevor Marsh

Trevor Marsh

Senior Wealth Advisor Insurance Advisor

Fonthill, Ontario
CPA · CA · CFP
Investing Tax Smart

…sonnette Walker LLP Leverage Investment (borrowing to invest)* RRSP/RRIF Meltdown (reducing taxable retirement income while increasing after-tax cash flow) Flow-through Limited Partnerships (alternative tax deduction to RRSPs) ** Corporate Class mutual funds (deferring investment income/tax-preferred form of investment income) *…

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Vytas Valaitis

Vytas Valaitis

Senior Financial Advisor Insurance Advisor

Burlington, Ontario
CPA · CA · CFP
Discover the Assante difference.

Call us 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 Insurance products and services are provided through Assante Estate and Insurance Services Inc.

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WW

Wheaton Wealth Team

Assante advisor

Bancroft, Ontario
A Complete Approach to Wealth Management

…ss interests. Discover the Assante difference. Contact us today to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Insurance planning Your Complete Financial Picture

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Browse retirement planning by city in Ontario

Open a city page to see only advisors who satisfy both the published retirement planning evidence filter and verified city-location filter.

Ancaster5 evidence-matched profilesBurlington8 evidence-matched profilesMississauga6 evidence-matched profilesToronto8 evidence-matched profiles

Explore retirement planning in other provinces

Alberta6 evidence-matched profilesBritish Columbia9 evidence-matched profilesManitoba5 evidence-matched profilesNova Scotia12 evidence-matched profilesQuebec16 evidence-matched profiles

Explore other planning topics in Ontario

Business owners40 evidence-matched profilesBusiness succession planning25 evidence-matched profilesCash flow and debt management26 evidence-matched profilesCharitable giving and philanthropy22 evidence-matched profilesComprehensive financial planning64 evidence-matched profilesEducation planning30 evidence-matched profilesEstate and legacy planning55 evidence-matched profilesFamily wealth and intergenerational planning19 evidence-matched profilesHigh-net-worth families8 evidence-matched profilesInsurance and risk planning43 evidence-matched profilesInvestment planning46 evidence-matched profilesRetirement income planning31 evidence-matched profilesTax planning36 evidence-matched profilesWealth management66 evidence-matched profilesWomen and life transitions8 evidence-matched profiles
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.