Assante advisors in Alberta with published tax planning information

…trusted advisor, we pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests.

If you're a business owner, we're here to support you in protecting the business you've worked hard to build. Our aim is to maximize its value and facilitate a smooth, tax-efficient transition of ownership. We'll collaborate to explore various options, tailoring a comprehensive succession plan that aligns with your unique needs and objectives.

…began his own practice as a financial advisor with Assante Financial Management Ltd. He provides personal financial and tax planning services to our clients and specializes in tax, investment analysis, cash flow and risk management. Jerry's main objective is to build a long term client relationship with you by providing top quality service through careful attention to detail and an understanding of your individual needs. He ha…

…camping and skiing in the Rockies and Kananaskis country in our free time. If you’re interested in talking to an experienced, accredited and caring Financial Advisor about your retirement plan, investment portfolio, insurance needs, philanthropic and tax strategies, or simply want to have a conversation to get a better understanding of who I am and how I work with my clients, please reach out and lets set up a time to connect.

Tax Minimization Strategies Will, Power of Attorney and Personal Directive Review Insurance Life, Disability, Critical Illness & Long Term Care Stress free transition of assets to and from your portfolio

…es, secured lines of credit Group Benefit products; Financial Planning Retirement Planning Estate & Succession Planning Tax Planning Investment Planning - RRSPs, RRIFs, RESPs, LIRAs, TFSAs, RDSPs, Pension Plans Mutual Funds Individual Stocks Individual Bonds High Interest Savings Accounts GICs Flow Through Shares ETFs Wrap Products IPOs Life Insurance Disability Insurance Critical Illness Insurance Long-term Health Best Doctor…