Assante advisors with published retirement planning information

• Retirement Planning • Investment Management • Insurance Strategies • Tax Planning • Estate Planning What other services can Ed provide for you? Ed will work with you to develop a financial plan that reflects your goals and interests. He has also assisted his clients with: Pension and Severance transfers Incorporation of their…

One of the biggest misconceptions about retirement is that income tax will be lower for retired seniors. While it is true that there are tax benefits available to retirees, the tax brackets are the same for all Canadians. It is a bit of a nuanced topic, but it is important to know the distinction. A retiree’s overall tax bill ma…

…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. Frank focuses on delivering the full wealth management package including investments, insurance, retirement planning, tax planning, business planning, and estate planning. He helps engage his clients with their advisory teams to make sure all decisions are the result of prudent planning.

…ur 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

…I can help you gain peace of mind and achieve your dreams for the future, whether it's a worry-free retirement, running a business, sending children to college, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause. Life is a journey, so is financial planning… Since 1998, Gabe Orday, Financi…

…our business interests. Discover the Assante difference. Call me to discuss: Tax and estate plannin Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

…of Canada suggests that 74% of investors with an advisor felt that they would have enough money to retire, compared to just 53% who did not have expert advice. (Ipsos Reid, 2010). If you’re not working with a financial professional towards your retirement goals, how much is it really costing you? No matter what stage of life yo…

…legacies to succeeding generations and to your community, should you so choose. If you are already retired our focus is to ensure that, in today’s dollars, you continue to enjoy your retirement in the standard of living to which you have been accustomed. -- Steps 5 through 9 require approximately four to six weeks to complete f…

If you are looking for a retirement "expert", there is certainly no shortage of options. In fact, you can do a quick online search or browse through your local news stand or flip through the channels... and you can find a million of them. "Experts" who are all ready to tell you that they have the answers you are looking for to s…

…e 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, we can work with you every step of the way. Managing your…

Registered Retirement Savings Plan (RRSP) Registered Retirement Income Fund (RRIF) Registered Education Savings Plan (RESP) Locked-In Retirement Account (LIRAs), Life Income Fund (LIF), Locked-in Retirement Income Fund (LRIF) Annuities

…han 12 years of management and financial advisory experience focusing on asset management services, retirement, and investments. As a Investment Advisor, he is dedicated to helping clients accumulate, preserve and distribute their wealth while striving to provide unmatched personal service. One of the central aspects that have s…

- 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.

…orval, Quebec CI Assante Wealth Management Ltd. 2020 TransCanada Highway, Suite 200, Dorval, Quebec Retirement looks different than it did a generation ago. The traditional concept of retirement has changed significantly. With many individuals now spending 30 years or more in this stage of life, thoughtful and strategic planning…

…had over 40 years of financial experience. Together, they became a formidable team. Since Patrick’s retired in 2017, Heather continues to this day to ensure her clients are first and foremost in her mind. Heather believes she can help people with her experience, education and understanding, to create a unique financial solution…

…®) professional. She also holds the Financial Management Advisor (FMA) and Registered Financial and Retirement Advisor (RFRA®) designations. Her mission is to provide holistic and strategic planning to her clients in a transparent and cost-effective manner. With her background in banking, she continues to help facilitate credit…

…ou accumulate your wealth and preserve your current lifestyle so you can enjoy every moment of your retirement. I am here to help you look at the bigger picture and better prepare you for your future." – Iryne Thian, CFP ® Iryne enjoys relaxing by attending line-dance classes and travelling the world to explore different culture…

1. Tax saving strategies for individuals and small business. 2. Retirement Plans 3. When wil be good time to start taking CPP ( at the age of 60, 65, or 70)? 4. When will be good time to start withdrawals of RRSP and RRIF? 5. How to maximize your Government Senior Benefit? 6. How to manage your retirement savings and invstments…

Estate Planning Investment Planning Retirement Planning Tax Planning Net Worth & Cash Flow Planning Income & Asset Protection Business Succession *Insurance products and services are provided through Assante Estate and Insurance Services Inc. Structuring your affairs for a tax-efficient transfer to your heirs and/or charities Va…

…of financial planning and investment management in addition to delivering solutions for their tax, retirement and estate planning, and insurance needs, James Kocoris makes the decision of choosing a financial partner an easy one. With more than 20 years of experience in the financial services industry, James gets intimately acq…

…ll consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies. This goal-based financial security planning approach is designed to help you: Define customized short and long-term goals that ensure you…

…h an integrated approach to wealth planning that includes expertise in investments, insurance, tax, retirement and estate planning. James began his career as an Associate Advisor. His disciplined investment approach and professionalism earned him a reputation for being financially astute and client-focused. James believes in con…

We have access to many retirement income products. Based on your income goals, investment risk tolerances, and time horizons, we will tailor an income strategy for you. This could include regular mutual funds, to guaranteed income for life, to annuities. The options are almost endless. We will meet with you to customize a plan a…

…e 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, we can work with you every step of the way. Managing your…

We work with families, people preparing for retirement, retirees and small to medium size business owners that are looking to minimize risk and maximize their financial capabilities. We customized our services for clients who: are serious about personal financial freedom and have important financial and life goals. want their mo…

Retirement often lasts 30 to 40 years and has many different phases. Ensuring your assets take you through all the phases of retirement is a critical part of our planning solution. Research conducted for the Investment Funds Institute of Canada suggests that 74% of investors with an advisor felt that they would have enough money…

With 20 or more years of retirement ahead of you, your prioties will depend on how well you have prepared. Your main concerns may be the protection of your assets, debt elimination, family health care, helping your children, retirement planning, business exit strategy, wills and trusts.

…anning: The ultimate goal is to deliver a sustainable lifestyle and tax efficient income throughout retirement followed by the seamless transition of your legacy to beneficiaries. MOTTO: *Empower through education so that you may make informed decisions *Exceed expectations through attention to detail I am only a phone call or e…

…with complex needs Business owners transitioning out of their business Individuals transitioning to retirement Couples or individuals downsizing Families of wealth looking to safeguard their legacy Families and Individuals with complex tax or estate planning needs Philanthropists looking for creative solutions to make a bigger i…

…e products and services are provided through Assante Estate and Insurance Services Inc. Investments Retirement Insurance Tax Estate planning Lawyers and Notaries Tax accountants Financial Analysts Financial Planners Estate Practitioners Mortgage specialists

…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…

…ng and tax efficient strategies. Jonathan and his team work with professionals, business owners and retirees alike to help them save taxes and transfer assets to the next generation. Jonathan has completed his Canadian Securities Course and Wealth Planning Course, and has his Chartered Investment Manager (CIM) designations. He i…

…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…

…alth management Ltd, and a CIM® holder. Her professional background includes experience in banking, retirement planning, and investment strategy, providing her with a broad perspective on financial planning across different client needs and life stages. Joy takes a structured and thoughtful approach to working with clients, plac…

…oach, helping clients manage all aspects of their financial lives, including investment management, retirement planning, insurance strategies, tax planning, and estate planning. By understanding each client's unique goals, values, and circumstances, I develop customized strategies designed to help them build, protect, and transi…