Assante advisors with published tax planning information

…ncial affairs 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. Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including invest…

…and implementation of their investment programs. She provides financial advice to clients to help them identify and achieve their financial goals. She is well versed with registered plans (RRSPs, RRIFs, TFSAs, RESPs) as well as tax-efficient investing for open (non-sheltered) investment accounts. Andrea was born and raised in Toronto and enjoys travelling, hiking, watching ballet and spending time with her friends and family.

In this meeting we present you with your Investment Policy and tailored recommendations to your specific financial goals. This document summarizes issues and serves as a template to help you achieve your financial goals and ensures that your investments are done on a tax efficient basis. We then focus on implementing the solutions that are most urgent for you and your family.

…ncial affairs 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. 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 ma…

…ess succession planning and planning 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 and needs which not only allows me to build a comprehensive, perso…

…our investment consulting team monitors the managers to ensure they perform effectively on your behalf. Your portfolio is designed to protect capital in difficult markets while achieving growth in rising markets. Automatic rebalancing and tax minimization strategies are built into your investment plan. In that regard, please refer to the “ Tax Planning ” tab to learn read about the tax effective “ C orporate Class ” structure.

Call me to discuss: *Insurance products and services are provided through 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

As we approach the end of 2025, now is an excellent time to review your tax planning strategies and ensure you’re taking advantage of opportunities that could reduce your 2025 tax bill and strengthen your financial position heading into 2026...

…trusted advisor, we pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs 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.

…ent advisor in Montreal? If you are interested in working with a personal financial advisor that can guide you with new tax strategies and estate strategies that will help lessen your taxes over time, welcome to my site! If so, then consider Claudia Weisser B.Comm, FMA, CIM® and her team to help you engage in pro-active tax strategies that will help you help preserve your wealth and at the same time allow you to get the most o…

…ement is comprehensive. I help clients navigate all aspects of their financial lives, including investments, insurance, tax planning, and estate strategies. I am supported by a team of experienced professionals—lawyers, tax specialists, and financial analysts—allowing you to make informed decisions with confidence. Outside of my professional work, I enjoy golf, travel, and spending time with my wife and daughter. If you are se…

…addresses all aspects of your relevant financial affairs and includes analysis, commentary and recommendations relating to everything from your net worth, to your investment portfolio to tax strategies, life and disability insurance, estate preservation strategies and everything in between. The Financial Road Map points the direction. The Wealth Enrichment Program contains the "how to" and fills in the details of the journey.

…advisors, our team pulls all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs 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.

Call me to discuss any of the services mentioned below in more detail or get more 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

…h to their financial 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 can focus on the things that matter most to them. David is also a CFA charterholder.

Our clients view us as a gateway to the industry’s top money managers and guardians of hard earned savings. We aim to simplify and coordinate the main areas that make up your financial life: accounting, legal, insurance and investment planning. Assante has a world class offering of financial services and provides us with the resources to ensure you are well advised. You can expect objective and professional advice with a focus…

Couples often envision aging gracefully in their “golden years” – together. Unfortunately, health does not always decline at the same rate for everyone, and couples often face separation when one spouse needs more assistance or even Long-Term Care. BC’s government services can support these needs, but the fees are income-tested and, when combined with taxes, can reach as high as 84% of income. Fortunately, with proper planning…

…ncial affairs 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. Call us to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt…

…velop 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 needs and goals in light of changes in your lives as well as in the investment markets, tax laws and economic realities. I am committed to ensuring your…

If you're a business owner, we're here to support you in protecting the business you've worked hard to build. Our aim is to maximize its value and facilitate a smooth, tax-efficient transition of ownership. We'll collaborate to explore various options, tailoring a comprehensive succession plan that aligns with your unique needs and objectives.

…on; 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 considered the gold standard for the profession, representing the highest level of competence, ethics and practice. Proud to have established and gr…

• 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 business or professional practices Setting up Family Trusts Implement corporate funded insurance str…

…nancial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning. Discover the Assante difference. Call me to discuss: Tax and estate planning Retirement income planning Investment planning advice Mortgage and debt management Insurance planning Insurance products and services are provided through Assante Estate and Insurance Services Inc.

The most important part of any financial plan is that all of the parts are working together. Is your plan tax efficient? Are your investments working together to help you reach your financial goals? As a CERTIFIED FINANCIAL PLANNER professional, I make sure your total financial picture is logical, efficient and working towards your goals. I often find a few simple changes can make a difference to a clients bottom line.

…de Planification Financiere.He is supported by a network of highly skilled professionals, such as tax specialists, lawyers, and accountants. 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.

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

Whether you are saving to buy your first home, or are the owner of several businesses with United States tax planning issues, financial planning should be important to you. Many of my clients have fantastic lawyers and accountants, but those professionals may not be aware of opportunities that are not specific to their field of expertise. It is my belief that every client should have a financial plan. However, I also believe t…

…pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs 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.

…ncial affairs 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. Call me to discuss: Tax and estate plannin Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt m…

…vestment programs, as well as thousands of individual mutual funds and wrap programs. Also, we are strong proponents of tax efficient investing. Often we look at integrating corporate class and T-Class mutual funds into your customizied portfolio solution. Assante - an exclusive suite of managed portfolios As an Assante client, you have exclusive access to the customized United Financial brand of solutions managed by CI Invest…

…ncial affairs 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. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can…

…e your current financial situation and future goals, and implement a personalized plan to: Grow and protect your wealth with a customized investment portfolio Maximize your income through tax strategies Secure your future with detailed retirement planning Protect your family and business interests through insurance Fund your children's and grandchildren's education needs Preserve and enhance your legacy through estate planning

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 Values-based focus Family financial philosophy Financial independence, family legacy, social legacy Wi…

…y and enhance your life. As an Assante advisor, Jacty puts together personalized, comprehensive strategies where all components work together including investment planning, portfolio management, cash management solutions, tax planning and estate and insurance services. If you would like to learn more about Jacty's credentials or obtain details about her services, please call (905) 752-0833 ext 236 or e-mail: jchung@assante.com

…ecure plan. It is crucial to create a financial plan that seeks to protect your needs now and plans for the future in a tax efficient manner. We always make sure our prospective clients have a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to h…

…ll perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs 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. Insurance products and services are provided through Assante Estate and Insurance Services Inc.