Assante advisors in Nova Scotia with published tax planning information

…ncial 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. Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including invest…

…ncial 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. Call me to discuss: 902-407-9927 or email bob.mackay@assante.com Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash ma…

…ess succession planning and planning for life’s expected and unexpected events. I help my clients with the following: – Tax efficient retirement planning and wealth protection – Trust and estate planning – Saving for children’s education – Insurance needs – Business succession planning – Charitable giving solutions I take the time to listen to my clients’ wants and needs which not only allows me to build a comprehensive, perso…

As we approach the end of 2025, now is an excellent time to review your tax planning strategies and ensure you’re taking advantage of opportunities that could reduce your 2025 tax bill and strengthen your financial position heading into 2026...

The most important part of any financial plan is that all of the parts are working together. Is your plan tax efficient? Are your investments working together to help you reach your financial goals? As a CERTIFIED FINANCIAL PLANNER professional, I make sure your total financial picture is logical, efficient and working towards your goals. I often find a few simple changes can make a difference to a clients bottom line.

…we cover the whole scope of their investment scenario. This includes all Registered and Non-Registered products, TFSA, Tax Planning, Insurance, Wills, Powers of Attorney, and helping with their credit requirements. With a team of professionals from the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP, at our finger tips, we can work towards ensuring our clients are receiving the most accura…

…d by expert advice to help you navigate your many financial options. As your Assante Advisor, I put the pieces together for a comprehensive plan that guides you through complex financial decisions and takes care of a host of financial responsibilities. It is my goal to maximize your financial plan to provide a long term perspective that emphasizes capital preservation while achieving a reasonable, tax efficient rate of return.