Do you need Disability Insurance?
February 28, 2022 No Comments
Photo by Victoria Borodinova from Pexels While reviewing the financial documents during a meeting with a couple in their forties who wished to create a retirement plan, I
Photo by Victoria Borodinova from Pexels While reviewing the financial documents during a meeting with a couple in their forties who wished to create a retirement plan, I
When estate planning, most retirees wish to review strategies to avoid probate fees, which in Ontario are 1.5% of the value of the asset that
Income tax is one of the largest expenses any retiree has. The Fraser Institute Report indicated that Canadians paid 45% of income as taxes in
I would like to thank all of you who have visited our blog and website. Below I have sorted the 38 blog posts I wrote
Annually with clients, we review how their estate will be distributed to their beneficiaries. We determine if there are any changes in their desires, or opportunities
The question that arises occasionally from clients is: Can you turn down the role of an executor if you are named one? Why turn it
The definitive guide to protecting, investing, and transferring wealth.
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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
