Assante advisors with published retirement planning information

No matter what stage of life you’re in; retiring soon, already retired, or just starting your retirement planning, we can help you plan for and enjoy a financially secure retirement.

…ofessionalism, while committing himself to the best interests of his clients. He has specialized in retirement, investment, and tax planning for Sobeys employees since 2000 when he began offering retirement information sessions at Sobeys National & Regional offices in Stellarton. As a result of the Sobeys employees’ high level o…

…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…

…s been life insurance licensed since 1981 and Mutual fund licensed since 1998. Arnie specializes in retirement income planning and estate protection.

…s and we will find which one is right for you. Tax and Estate Planning Strategies Wealth Management Retirement Income Planning Business Succession Planning Investment Advice Charitable Giving Insurance Solutions

…ns and teaching as well as periodic T.V. and radio appearances. Specialist in comprehensive tax and retirement planning and professionally managed programs designed to accumulate wealth and minimize taxes with reduced risk.

…I can help you gain peace of mind and achieve your plans 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…

…ifference. 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 management Charitable giving Mortgage and debt management Insurance planning

…ng 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…

…RESP Accounts (RESP) Tax Free Savings Accounts (TFSA) Registered Disability Savings Accounts (RDSP) Retirement and Estate Planning Stocks and Bonds Limited Partnership Flow Through Share Mutual Funds Life Insurance and Segregated Funds* Long Term Care Insurance* Critical Illness Insurance* Disability Insurance* Mortgage Insuranc…

…alized service. I specialize in working with small-business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for the future and live happier and more fulfilled lives. As a trusted financial guide I help my clients make better decision about their money and sleep better at night.

…cuss the lifestyle you want and consider your future needs along with your sources of income during retirement. We will help you by recommending strategies for supplementary retirement income, managing risk and maximizing tax efficiency.

…in Financial Planning through the Canadian Institute of Financial Planners; and numerous courses on retirement and estate planning. He joined Assante Financial Management Ltd. in 2001, and was selected as one of the inaugural members of the A.C.T. Council, serving for three years by assisting in the development of policy and pro…

…and families gain peace of mind and achieve their 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…

…TIFIED FINANCIAL PLANNER® professional and Chartered Life Underwriter® (CLU®), Casey specializes in retirement and estate planning, investment management, and taxation. He is also fully licensed in life insurance, enabling him to provide well-rounded advice that integrates both asset growth and risk management strategies for ind…

…h 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

…e family farm Planning for the tax efficient transfer of the family farm to the next generation Pre-retirement planning for the tax efficient sale of farm equipment, inventory and other assets Planning tax efficient business structures for the family farm and other ventures Personal tax and estate planning Financial and retireme…

…ibility is to understand the big picture by evaluating the entirety of a client’s financial health: retirement planning, tax planning, portfolio construction and monitoring, risk tolerance assessment, multi-generational estate planning, education funding, insurance needs, and cash flow management. Our role is to co-ordinate all…

…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…

…te Financial Management. He works with families and businesses to navigate the world of investment, retirement, and estate planning. From the initial plans of a growing family to the complex needs of a business succession plan, Clint and his team help his clients make, and execute, well informed financial decisions. He literally…

Retirement may seem a long way off, but it’s never too soon to begin saving. Financial planning is about more than just saving for retirement. We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes…

Do I have enough to retire? One of the most commonly asked questions. We can help! As a client we will gather information on your income needs today and in retirement and build a retirement strategy to meet your unique income needs. You will be provided a Financial Snapshot of your future income streams to meet your needs during…

Call our team 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

…the financial services industry in 1994, after spending 10 years in retail management. Investment, retirement, and insurance planning were important components in my own financial plan, but as a busy retail manager and a new parent, I didn't always take the time to appreciate or understand how it should all fit together. "Estat…

…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

…rimarily focused on tax advisory and consulting services to owner-managed companies in the areas of retirement and estate planning, business succession planning, purchase and sale of a business, compensation planning and corporate reorganizations. Chris also previously served as a senior tax manager at BDO Canada LLP in Burlingt…

…services are provided through Assante Estate and Insurance Services Inc. Tax and estate strategies Retirement income strategies Business succession strategies Investment advice Cash management Charitable giving Mortgage and debt management Insurance strategies*

…tailor-made investment advice since 1996. Whether clients are still in their accumulation years or retired, Dave helps them understand precisely where they stand, developing goals and a roadmap to confidently achieve them. Along with his team, Dave provides a hands-on approach to understanding a client’s goals and retirement ex…

…nd services are provided through Assante Estate and Insurance Services Inc. 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 Est…

…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…

…rofessionals. David Demoe (CFP) has over 20 years experience providing specific financial, tax, and retirement planning advice to Canadians of high net worth. His work background with Canada Revenue Agency, and as a financial advisor with two major Canadian financial institutions, gives him added insight to ensuring his clients…

…implies, this is for seniors that require little to no assistance in their daily lives. It includes retirees that live independently in their own home, as well as retirees that reside in a retirement home which offers services such as meal preparation, light housekeeping, laundry services, and social events. This is often how we…

…ur business interests. Discover the Assante difference. 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* Group Retirement & Insurance Benefit Programs

…account projected changes in your future lifestyle, I will advise you on your ability to meet your retirement goals and as to when you might comfortably retire in the style you desire. If you are already retired I will use a similar process to project how long your investments may last and your ability to maintain your retireme…

…customized to your unique situation. 2. I will develop a financial strategy to identify savings for retirement, children’s education, charitable initiatives, estate and tax planning and insurance needs including life, disability, critical illness and long term care. 3. We will meet on a regular basis to monitor your evolving nee…

…s Certified Financial Planner designation; validating his knowledge, and experience in the areas of Retirement Planning, Strategic Investment Planning, Income Tax Planning, as well as Risk Management and Estate Planning. The CFP certification is the most widely recognized financial planning designation in Canada and is considere…