Assante advisors with published retirement planning information

…in control of their finances. My practice is focused on helping you prepare for and transition into retirement with confidence. I specialize in making complex financial concepts easy to understand and providing you with the specific information relevant to your financial situation. This allows you to make financial decisions tha…

…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…

…your finances is hard to do. Developing the expertise to understand financial markets, taxation and retirement planning is even harder. My role as an Assante Advisor is to help guide you through many of the complexities associated with wealth management. How do I keep up with changing markets and legislation? When can I retire?…

…fering advice on all aspects of a client’s financial well-being, from investments and insurance, to retirement, tax & estate planning. Scott achieved the Certified Financial Planner designation in 2004, the Financial Management Advisor (FMA) designation in 2008, and also holds a bachelor’s degree from the University of Manitoba…

Mandatory withdrawals from your Registered Retirement Income Fund are taxed as income, but these key strategies can help minimize your tax liability and protect your retirement nest egg....

…, and determine how decisions will be made. Compile account statements and other documents; discuss retirement, children's education (if applicable), and other goals; determine risk tolerance (investor profile); explore general values and priorities in the areas of work, family, and personal fulfillment. Determine what you need…

…ng analyzes your key resources and answers the question – 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 u…

…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

…future financial and lifestyle objectives. Help you shape the way you want to live before and after retirement by providing comprehensive advice. Maintain a close working relationship with you to improve your prospect for financial success in today’s complex financial environment. Represent you, my client, rather than the invest…

Planning your retirement should start when you are young . The sooner you can start to save, the more time you have to generate a solid nest-egg for your family. Research conducted for the Investment Funds Institute of Canada suggests that 74% of investors with an advisor felt that they would have enough money to retire , compar…

…vigate all of the challenges and complexities you may face along the way. Whether it's a worry free retirement, savings for your children's education, fulfilling a lifelong ambition, leaving a legacy to your loved ones or charitable cause, we can work with you every step of the way to help you achieve peace of mind. What are the…

…h The Manson Team today to experience the Assante Advantage! Financial/Tax Planning Estate Planning Retirement Income Planning Life Insurance & Segregated Funds ( Provided through Assante Estate & Insurance Services Inc. ) Travel, Disability & Critical Illness Insurance Mortgages & other Manulife bank products ( Manulife One, Sa…

…e areas and offer recommendations as to the best type of plan to cover that need Wealth Management, Retirement and Estate Planning Services We provide the following range of services and solutions that allow you to assess and implement the latest financial planning strategies to help you achieve your retirement goals, preserve y…

…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 Insurance products and services are provided through Assante Esta…

…sonnette 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) *…

…de range of investment solutions designed to optimize your portfolio and match your risk tolerance. Retirement planning: Personalized plans to help you prepare for a secure and fulfilling retirement, allowing you to enjoy the lifestyle you want.

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.

…ss 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

…agement - Traditional mortgages, secured lines of credit Group Benefit 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 T…