REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH
The following are some articles of interest that may help with your estate planning. Should you have any questions, please do not hesitate to contact us.:
Planning Your Will and Powers of Attorney
Reference Guide – Family Trusts – March 2016
Reference Guide – Planning for Incapacity – August 2016
Reference Guide – Dealing with Your Vacation Property – March 2016
Reference Guide – Charitable Giving – April 2018
Reference Guide – US Estate Tax – March 2016
Reference Guide – Tax Planning for the Sale of Your Business – August 2016
The definitive guide to protecting, investing, and transferring wealth.
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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
