Assante advisors with published retirement income information

…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: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

…Estate Planning - Cashflow and Mortgage consultation - Registered investments including RRSP's, TFSA's, RESP's, RDSP's. RRIF's, LIRA's and LIF's - Non registered investments - Life insurance - Disability insurance - Critical illness insurance - Group benefits - Group RRSP's and TFSA's - Mutual funds, Segregated mutual funds, annuities, GIC's and Managed money solutions Insurance products and services are provided through Assan…

…are families, who are going through the same challenges and opportunities we have with our own families. Whether it be retirement income planning, navigating the markets, cottage succession planning, business exit strategies or even putting our kids through school. The advice we give reflects the understanding that families work hard to provide for today, to save for the future, and most importantly protect what they have wor…

⏳ Retire with Confidence Your golden years should be stress-free. We help you navigate RRSPs, RRIFs, and pension strategies to create a steady income stream in retirement. Whether you’re just starting or approaching retirement, we will support your financial future to help keep it secure.

…mpany for the purchase of a life annuity, transferred to a pension plan, or used to purchase a Life Income Fund (LIF). (RRIF) Registered Retirement Income Fund While RRSPs and LIRAs are used to save for retirement, the plans ending in "IF" are used during retirement to pay out retirement income. A RRIF is a continuation of your RRSP, and like an RRSP, the money in a RRIF is tax-sheltered until you withdraw it. (LIF) Life Incom…

…n in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. We pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation - Tax and estate planning - Retirement income planning - Business succession planning - Investment planning - Cash management - Charitable giving and much more.

…– will you have enough. We provide you with retirement projections showing you what needs to occur for you to meet you retirement income goals. Wealth Enhancement aims to minimize the amount of tax you and your business pays. We work with your accountant to ensure all the unique aspects of your tax situation are taken into account in an effort to maximize your after tax income. Wealth Transfer provides a framework to efficien…

…n 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. Contact 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

…l-being: investments, insurance, tax planning, estate planning, personal and family wealth and any business interests you many have. Discover the Assante difference. Contact me to discuss: Investment Planning Advice - TFSA's Retirement Income Planning Tax and Estate Planning Insurance Planning Education Planning Disability Planning Mortgage and Debt Management Cash flow Management Business Succession Planning Charitable Giving

…ical illness insurance driving sales growth In-depth interview in My Business Magazine on “Creating Maximum Impact for Clients" Should you invest in small bits or big chunks? Six Key Guidelines for RRIF Investors Kids in A Candy Store - Investment Executive's HNW Guide Interview in the Wealth Professional Magazine Interview in the Globe & Mail about focusing on bite-sized goals helps people overcome their financial blind spots

…lanning and estate planning, to your personal and family wealth, to your 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 Estate and Insurance Services Inc.

…LLP,CPA’s. _______________________________ Root Bissonnette 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) *** Diversifying Investment income type (capital…

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.

…ffairs 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. Contact us today to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Insurance planning Your Complete Financial Picture

…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 Doctors Program Mortgage Insurance Travel Insura…