Assante advisors with published retirement planning information

…hat they are able to focus on accumulating business and/or investment assets to fund their eventual retirement. If retired, they recognize the importance of relying on a professional to help them manage their financial affairs so that they have more time to focus on their family, their hobbies and interests, and enjoying their a…

…ted strategies for all areas of a client's financial well-being, from investments and insurance, to retirement, to tax and estate planning.

…inancial Planner (PFP®), Fellow of CSI (FCSI®), Chartered Investment Manager (CIM®), and Registered Retirement Consultant (RRC®). My extensive knowledge in investment, tax, retirement and estate planning allows me to create a holistic plan tailored to your personal or business goals. I believe regular communication is key to ens…

…f Canada suggests that 74% of investors, with an advisor, felt that they would have enough money to retire with, 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 li…

…over 20 years, I have been helping clients achieve their financial goals. 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. As a Financial…

…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 Debt management Insurance planning

…f comprehensive and integrated wealth-management services among her client offerings. These include retirement, estate, tax, education, insurance, risk management and investment planning. Marilyn is affiliated with a number of investment-industry associations, including the Investment Industry Regulatory Organization of Canada (…

With our help, you can retire with confidence knowing that your wealth will last the rest of your lifetime and even longer for future generations. Your wealth is the result of your hard work, disciplined savings and investment management. Maintaining what you've acquired in retirement and ensuring that it remains intact for futu…

…ful Investments utilizing the Environmental, Social and Governance selection criteria, 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 will work with you every step of the way. Creating and…

…erence. Call me to discuss: Mortgage and debt management Insurance planning Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving

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

…uestion on each client’s mind is: “Am I ok?”. Everyone’s version of “ok” is different: am I “ok” to retire, am I “ok” to put my children through university, am I “ok” to leave a financial safety net for my family, or a legacy for the community? These questions are the foundation of our relationship, and how I serve you. The fina…

…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…

…ur business interests. Discover the Assante difference. Call us to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning Education savings plans Charitable giving Disability savings plans Insurance planning Insurance products and services are provided through Assante Estate…

Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management *The Wealth Planning Group is a part of Assante Private Client which is adivision of CI Private Counsel LP, and an indirect, wholly-owned subsidiary of CI Finan…

…of age and are largely dependent on your accumulated business and/or investment assets to fund your retirement. If you are already retired, you recognize the importance of relying on a professional to manage your financial affairs in order to enjoy the rewards of a successful career. You are open minded and are willing to honest…

…and advice We discuss a range of financial topics (tax, estate, investment planning, debt planning, retirement, pension, corporate management, business transition, insurance, etc.) and how they may impact your plan and goals

…family well into the future. Our options include the following registered savings plans: Registered Retirement Savings Plan (RRSP). If you have earned income, you can contribute to an RRSP. By contributing to an RRSP, you can take advantage of substantial tax savings and enjoy peace of mind knowing you'll have secured retirement…

…with a higher education? If so, who? when? And do you have an idea of what it will cost? What about retirement plans? What will you do and how much will it cost to do it? Not just the day after you retire, but 10, 20 and even 30 years later? Are your parents living, and if so will you be expected to contribute to their support a…

Please join me at our next Retirement income Planning workshop. This workshop will help you determine the best choices for your unique circumstances to ensure a successful retirement. You will have knowledge and resources to: - Structure your retirement income to provide sustainable income for life - Determine how and when to co…

…, and continues to monitor the client family’s tax and financial affairs thereafter and through the retirement years. Our Commitment to Farm Families The Assante Ag Group is committed to maintaining the high levels of proficiency and expertise required to provide professional advice throughout our long-term relationships with Ca…

…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

…e difference. A complete list of our financial planning services include: Private Wealth Planning - Retirement Planning - Tax and 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 - Disabil…

…t bring clarity to your financial future. These models incorporate detailed analyses of cash flows, retirement scenarios, tax implications, and estate planning considerations, ensuring that every aspect of your financial well-being is addressed. By leveraging data-driven insights and cutting-edge financial tools, we help you vis…

…re 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 fo…

…d a client-first approach to every relationship. As a trusted financial advisor, she specializes in retirement forecasting and wealth management serving individuals, families and business owners. Over the course of her career, Paula has guided clients through all market cycles and life's transitions - always with a focus on long…

…year-old couple, there is an 82% chance that at least one of them will need long-term care in their retirement? Please click on the link at the bottom of this page for more information.

…oals and objectives, to the point of sharing a client’s vision for financial success, lifestyle and retirement. To provide excellent advice and services, I extend invitations to like-minded prospective clients who share a mutual degree of compatibility with me - as to philosophical outlook and our styles of approach for financia…

The wisdom of planning early cannot be overstated. That said, the various stages of retirement planning operate together to optimize retirement options. We provide planning and support to develop a vision and help create outcomes that focus on the various financial and lifestyle choices that are necessary to address in meeting y…

…the capital markets with a thorough understanding of a client’s tolerance for risk, life goals and retirement expectations. Ravi bases his personal success on building long-term relationships and by helping each of his clients achieve financial prosperity. By offering his services in English, Hindi and Punjabi, Ravi is in a gre…

…ts achieve financial independence and the kind of life they want to live and especially through the retirement years. I pride myself on offering wealth, investment, tax and estate planning advice combined with service excellence to my clients, and to their families and friends. My goal is to simplify and enhance the life of my c…

Planning for retirement is one of the most important steps you can take for your financial future. The right account can help you save efficiently and support your financial goals in retirement. Below is a breakdown of the different retirement accounts available to you: Registered Retirement Savings Plan (RRSP) This account allo…

…inancial strategy will identify and offer strategies to address the challenges regarding saving for retirement, planning for your estate needs, business succession planning, tax optimization and much more. Module 4 Monitor and Review We will meet on a regular basis to monitor your evolving needs and goals in light of changes in…

Our specialty is to assist successful individuals and families transition into retirement with the comfort of knowing that a realistic income stream awaits them. This is often from a variety of sources: RRSPs, pensions, business income, non-registered accounts generating dividends and other distributions, etc. We create portfoli…

(RRSP) Registered Retirement Savings Plan A Canadian financial planning instrument that allows contributions to be used in income tax deductions. The hope is that this will encourage people to save for their retirement. (LIRAs) Locked-In Retirement Accounts A locked-in RRSP. To receive income from LIRA funds, the funds must be t…

…the last number of years has been on individual clients’ financial planning needs for: investments, retirement planning, children/grandchildren education funding, and estate preservation in addition to providing services to small and mid-sized businesses for Group benefits and RRSP programs.