Assante advisors with published tax planning information

Understanding Your Tax Receipts Tax Loss Selling Superficial Losses Taxtime. Tips to Make Life Easier Rogers TV: RRSP or TFSA? Which is right for you? (Video) Federal Budget Commentary 2019 2018 Personal Tax Calendar Insurance Calculator US Tax Issues Tax Free Savings Accounts- A New Way to Save Charitable Giving Tax Tips for Year End Snowbirds: Avoid the IRS Net

Estate and Succession Planning: 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 email away Tel: 514 952 3499 Email: jpbeauchamp@assante.com

…began his own practice as a financial advisor with Assante Financial Management Ltd. He provides personal financial and tax planning services to our clients and specializes in tax, investment analysis, cash flow and risk management. Jerry's main objective is to build a long term client relationship with you by providing top quality service through careful attention to detail and an understanding of your individual needs. He ha…

…x. He has an extensive knowledge of the global financial market mechanics and deep understanding of estate planning 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) desig…

…anage 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 transition their wealth. Providing exceptional service and acting in my clients' best interests are at the core of everything I d…

Now, it will be time to discover your financial baseline. I will review your current budget, assets, liabilities, insurance policies, investments and tax strategies. This analysis allows us to create a “roadmap” of where you are and where you would like to be.

…we cover the whole scope of their investment scenario. This includes all Registered and Non-Registered products, TFSA, Tax Planning, Insurance, Wills, Powers of Attorney, and helping with their credit requirements. With a team of professionals from the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP, at our finger tips, we can work towards ensuring our clients are receiving the most accura…

Over the long run, tax planning can significantly improve your financial well-being and help you keep more of what you make. We look at your complete financial situation to apply different tools and techniques in order to eliminate, reduce, or defer as much tax as possible. Estate planning is not always an easy topic to deal with, but having a thought-out plan in place is important for not only you, but also for your beneficia…

…, what type of trusts will be set up, how family assets will be transferred to your beneficiaries that is both fair and tax efficient. Proper planning will save you thousands of dollars and is essential for a smooth and stress-free transition to multi- family generations. To ensure that your planned giving has the greatest impact, whether it’s a significant gift to a favourite charity or establishing a foundation, we have acce…

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

…r trusted advisor, I 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.

…trusted advisors, 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.

…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 Education savings plans Charitable giving Disability saving…

…and fact-finding. Chances are, realizing all of your goals will demand expertise in a number of financial disciplines including investment advice, retirement planning, tax planning, insurance, and estate planning. I will draw on an extensive network of expert resources to address each facet of your financial life, and develop an integrated wealth management plan that brings harmony and efficiency to the pursuit of your goals.

…d by expert advice to help you navigate your many financial options. As your Assante Advisor, I put the pieces together for a comprehensive plan that guides you through complex financial decisions and takes care of a host of financial responsibilities. It is my goal to maximize your financial plan to provide a long term perspective that emphasizes capital preservation while achieving a reasonable, tax efficient rate of return.

…is there an institution that you care deeply about that you would like to leave a meaningful legacy, assuming we could create a highly tax-efficient way for you to do so? Assuming, as we have to do, that when you are both gone, up to half of your estate will get taxed away, how do you want the tax to be paid? If you want the children to pay the half, might they be forced to sell something you really wouldn't want them to sell?

…p you determine the best time to start Canada Pension Plan (CPP) income and Old Age Security (OAS) benefits - Structure a tax efficient retirement income stream Please join us Wednesday October 15, 2025 at The Sanctuary, 221 Queen Street, Kingston from 5 pm to 6:30 pm. Space is limited. To reserve your spot please contact Kiley Patrick at kpatrick@assante.com Ph: 613-888-7117 Email: pmundell@assante.com or kpatrick@assante.com

…zed portfolios based on actively managed strategic asset allocation, a broad selection of leading portfolio managers, a tax-efficient structure, and an exceptional degree of choice and flexibility through geographic emphasis, investment style, currency-neutral pools and equity alpha pools. Private Client Managed Portfolios is a wealth management program designed for clients with even more diverse and complex financial planning…

…camping and skiing in the Rockies and Kananaskis country in our free time. If you’re interested in talking to an experienced, accredited and caring Financial Advisor about your retirement plan, investment portfolio, insurance needs, philanthropic and tax strategies, or simply want to have a conversation to get a better understanding of who I am and how I work with my clients, please reach out and lets set up a time to connect.

…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…

…reference relevant indices for context on performance and focus on returns after fees. This collaborative review process helps assess portfolio effectiveness and provides clear and timely reporting, keeping you informed on how your investments are progressing. We work closely with our team to identify opportunities for rebalancing and tax-efficient strategies when appropriate, always keeping you informed every step of the way.

There are few financial topics that create the kind of emotional reaction that taxes do. Taxes certainly have a way of taking a big chunk out of our wallets! However, the unfortunate part is that the average Canadian taxpayer neglects to utilize many of the tax-smart strategies available. Examples of tax-smart strategies: Taking advantage of the tax sheltering available within registered plans Optimizing tax-preferred income i…

…utions judged over the short, medium and long term. The active asset allocation and security selection program utilizes tax efficient allocation between registered and non-registered accounts. Written customized reports benchmarking portfolio performance for clear and concise client interpretation and discussion are provided on, at least, a semi-annual basis. Portfolio management fees are levied on a declining tiered basis bas…

Tax Minimization Strategies Will, Power of Attorney and Personal Directive Review Insurance Life, Disability, Critical Illness & Long Term Care Stress free transition of assets to and from your portfolio

…ts of your situation. A wealth plan will encompass your entire financial well-being; from investments and insurance, to tax planning and estate planning, to your business interests, to the unique opportunities and challenges in your personal and family's wealth matters. Using a personalized, comprehensive approach, our wealth planning process doesn’t stop there. You may have a number of professionals who provide you with sound…

Capital Gains Planning: Minimize taxes on property and investments. Dividend vs. Salary Optimization: Balance your income mix for lower taxation.

…proach. The firm's approach to investing has been to buy great businesses at points of maximum pessimism. This approach has rewarded investors with superior long-term results while preserving capital. Superior management Time-tested and proven investment philosophy Minimal risk through true diversification across many countries and industry sectors Investment in high-quality businesses Investments that are highly tax-efficient

…what you need to do to reach your goals. Consider all areas: investing, insurance, debt management, business planning, tax planning, retirement planning, business succession planning, and estate planning. Decide which outside professionals, if any (accountant, lawyer, other) are required to complete the plan. Prepare a written list of recommendations. Review recommendations. Explain the rationale for each, obtain your input,…

…want to simplify and enhance their lives by working with a high quality trusted advisory team covering all aspects of their financial needs. Business owners looking to coordinate personal business and investment planning in a tax efficient manner. Successful entrepreneurs who want to preserve their wealth and mitigate taxes. Executives and other professionals in their high earnings years who want to know when they can retire.

…rrent 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. Contact me to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and de…

…urrent financial affairs to formulate a plan that encompasses your entire financial well-being: investments, insurance, tax planning, estate planning, personal and family wealth and any business interests you many have. Discover the Assante difference. Contact me to discuss: Investment Planning Advice - TFSA's Retirement Income Planning Tax and Estate Planning Insurance Planning Education Planning Disability Planning Mortgage…

The 2013 Federal Budget - Business Tax Measures 5 Steps to Estate Planning - Bayview Golf & Country Club Seminar (04.11.13) Succession Planning for Business Owners

…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…

…vestment risks. We also advise on other risks such as life, disability, critical illness and long-term care insurance*. Tax Planning We work to maximize your after-tax rate of return by designing your portfolio and cash flow to minimize the amount of income tax you pay by regularily monitoring client's individual situation and ever-changing income tax rules. Estate Planning The objective of estate planning is to ensure you dis…

Tax planning and optimization : Expert advice to help you navigate complex tax landscapes and maximize your returns. Estate planning : Comprehensive plans to ensure your legacy is preserved and passed on according to your wishes. Insurance solutions : Tailor-made cover options designed to protect your assets and loved ones against unforeseen events. Investment planning : Access to a wide range of investment solutions designed…

…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. Contact us today to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Insurance planning Your Complete Financial…