Assante advisors in Quebec with published retirement planning information

…ny of us have to consider at one point or another is the responsibility to properly prepare for our retirement. Retirement income unadvised and without strategy can be very challenging. At Assante Capital Management Ltd. , my team and I strive to offer you financial advice and income strategies based on your individual needs and…

…information by visiting my comprehensive website . Tax planning Estate planning Insurance planning Retirement income planning Business succession planning Investment planning advice Cash flow and debt management Charitable giving

…al future. Along the way, he helps them tackle the issues that are most important to them including retirement, risk management, tax planning, protecting their loved ones, and transferring their wealth to the next generation. Working with his team, they provide peace of mind for successful families and business owners so they ca…

…s. Frank focuses on delivering the full wealth management package including investments, insurance, retirement planning, tax planning, business planning, and estate planning. He helps engage his clients with their advisory teams to make sure all decisions are the result of prudent planning.

…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

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

…han 12 years of management and financial advisory experience focusing on asset management services, retirement, and investments. As a Investment Advisor, he is dedicated to helping clients accumulate, preserve and distribute their wealth while striving to provide unmatched personal service. One of the central aspects that have s…

…orval, Quebec CI Assante Wealth Management Ltd. 2020 TransCanada Highway, Suite 200, Dorval, Quebec Retirement looks different than it did a generation ago. The traditional concept of retirement has changed significantly. With many individuals now spending 30 years or more in this stage of life, thoughtful and strategic planning…

…of financial planning and investment management in addition to delivering solutions for their tax, retirement and estate planning, and insurance needs, James Kocoris makes the decision of choosing a financial partner an easy one. With more than 20 years of experience in the financial services industry, James gets intimately acq…

…anning: The ultimate goal is to deliver a sustainable lifestyle and tax efficient income throughout retirement followed by the seamless transition of your legacy to beneficiaries. MOTTO: *Empower through education so that you may make informed decisions *Exceed expectations through attention to detail I am only a phone call or e…

…e products and services are provided through Assante Estate and Insurance Services Inc. Investments Retirement Insurance Tax Estate planning Lawyers and Notaries Tax accountants Financial Analysts Financial Planners Estate Practitioners Mortgage specialists

…ng and tax efficient strategies. Jonathan and his team work with professionals, business owners and retirees alike to help them save taxes and transfer assets to the next generation. Jonathan has completed his Canadian Securities Course and Wealth Planning Course, and has his Chartered Investment Manager (CIM) designations. He 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…

With our help, you can retire with confidence knowing that your wealth will last the rest of your lifetime and even longer for future generations. Your wealth is the result of your hard work, disciplined savings and investment management. Maintaining what you've acquired in retirement and ensuring that it remains intact for futu…

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

…de range of investment solutions designed to optimize your portfolio and match your risk tolerance. Retirement planning: Personalized plans to help you prepare for a secure and fulfilling retirement, allowing you to enjoy the lifestyle you want.