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.
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
