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Assante advisors in Vancouver, British Columbia with published tax planning information

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

5profiles with direct evidence
Vancouververified location
Tax planningplanning topic
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Published advisor evidence

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

Cathie Hurlburt

Cathie Hurlburt

Senior Financial Planner Chartered Financial Divorce Specialist

Vancouver, British Columbia
R.F.P. · FMA · CFP · CLU® · CHS
Discover the Assante difference.

Call me to discuss: *Insurance products and services are provided through Assante Estate and Insurance Services Inc. Tax planning Divorce and Separation financial planning Retirement income planning Estate planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

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David Perkins

David Perkins

Senior Financial Planner

Vancouver, British Columbia
CFP
Tax planning for seniors with Long-Term Care: Filing single vs. joint tax returns

Couples often envision aging gracefully in their “golden years” – together. Unfortunately, health does not always decline at the same rate for everyone, and couples often face separation when one spouse needs more assistance or even Long-Term Care. BC’s government services can support these needs, but the fees are income-tested and, when combined with taxes, can reach as high as 84% of income. Fortunately, with proper planning…

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Gary Lyons

Gary Lyons

Senior Wealth Advisor

Vancouver, British Columbia
BA · LL.B
The Assante Difference

…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. Discover the Assante difference.

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MW

Mike Winters & Lorea DeClercq

Assante advisor

Vancouver, British Columbia
The Assante Difference

…trusted advisors, 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.

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Shawn Purcell

Shawn Purcell

Senior Wealth Advisor Branch Manager

Vancouver, British Columbia
BA
Our Clients

…want to simplify and enhance their lives by working with a high quality trusted advisory team covering all aspects of their financial needs. Business owners looking to coordinate personal business and investment planning in a tax efficient manner. Successful entrepreneurs who want to preserve their wealth and mitigate taxes. Executives and other professionals in their high earnings years who want to know when they can retire.

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Explore tax planning in British Columbia

All British ColumbiaBrowse the province-level evidence page

Explore other planning topics in Vancouver, British Columbia

Comprehensive financial planning8 evidence-matched profilesEstate and legacy planning7 evidence-matched profilesFamily wealth and intergenerational planning5 evidence-matched profilesInsurance and risk planning6 evidence-matched profilesInvestment planning5 evidence-matched profilesRetirement planning8 evidence-matched profilesWealth management8 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.