REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH
And have questions like:
And have questions like:
Wish to find out if you are on track.
Want to develop a reliable retirement income & cash-flow stream that will last a lifetime.
Would like to feel in control of your financial future and wish to make sure you will be able to do what you want, when you want.
Wish to minimize taxes today and in the future.
Would like to provide for your spouse/family if you are no longer around.
Desire the efficient transfer of wealth to the next generation.
CI Assante Wealth Management (“Assante”) is a leader in delivering complete Wealth Management solutions. We believe that the clients are better served by a comprehensive approach to planning that incorporates all aspects of their financial lives – investment, retirement, insurance, tax, estate, and philanthropic planning.
Financial Advisor
Developing a retirement plan that capitalizes on the opportunities of today is all well and good, but true planning comes from having a strategy that can adapt and is sustainable over the long term. Retirement planning is more than investments.
Financial planning takes a holistic, big picture view of you, your lifestyle, and your financial needs and priorities. Without this broad approach, it’s like trying to see out a window with the curtains half-closed. You need the full view to understand and make the right decisions about every aspect of your finances.
It’s a fact of life in this country; the more you have, the more you have to pay in taxes. Working with professionals during your tax planning process can help as we are adept at keeping more of your money in your pocket, because that is where it belongs.
Don’t think of it as just the safety net for your wealth management plan (nice to have in place, just in case). These days, insurance planning can also be designed to meet specific investment and estate planning objectives.
Estate planning is a very important component to Strategic Wealth Planning for our clients. We work with our clients to make sure that not only can they leave a lasting legacy, but can assist to develop an effective estate transfer plan to reduce taxes and fees to maximize the value of their estate.
When putting together an investment plan, be rest assured that our goal is to work with clients to prepare a prudent investment strategy based on your objectives, income & retirement income requirements and risk tolerance. Then we will implement it consistently and carefully, with a broad range of best in class products and services.
As an Assante financial advisor, 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.
For a FREE E-book copy of Preserving Wealth, CLICK HERE
Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
905-332-5503 jlumsden@assante.com
1100 Walkers Line
Suite 204
Burlington, Ontario
L7N 2G3
