Generational Wealth
with advisors Carlo Cansino and John Iaconetti How to reduce probate fees How to control assets from beyond How to use insurance to protect your estate How to ensure your family is prepared for the inevitable
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with advisors Carlo Cansino and John Iaconetti How to reduce probate fees How to control assets from beyond How to use insurance to protect your estate How to ensure your family is prepared for the inevitable
Family get-togethers come few and far between these days. Weddings, birthdays, holidays, and other special events are continuing to pass us by. Once we can do so, I have no doubt that we will all pick up from where we left off, pre-pandemic. That said, another item to add to the list of “get-together reasons” …
Family get-togethers are few and far between these days. Weddings, birthdays, holidays, and other special events are continuing to pass us by. Once we can do so, I have no doubt that we will all pick up from where we left off, pre-pandemic. That said, another item to add to the list of “get-together reasons” …
One of the great things about being a financial advisor for 25 years is that you get to meet some amazing individuals. Unfortunately some of them pass away too soon. They may have been my clients, but it is often I who become the student, learning from their exemplary actions as well as a few cautionary tales. Though the individuals may be gone, their lessons live on. Here are some of the most important ones I’ve learned over the years.
We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics. This event will take place at the Thornhill Golf & Country Club on Monday, February 24, 2014 between 12:00 and 1:00pm. Estate planning is about life – …
One of the most important tasks for financial advisors is staying on top of everything that makes up a good financial plan-reviewing tax returns, estate planning, education planning, etc.
We invite you to join us for the second of a new series of workshops we call the “Lunch & Learn” series. Each month we will be introducing new and exciting topics. This event will take place at the Thornhill Country Club on Monday January 28th, between 12:00 and 1:00pm. DID YOU KNOW? …that the …
Who will carry out your wishes when you’re gone? Read More »
We invite you to join us for the first of a new series of workshops we call the “Lunch & Learn” series. Each month we will be introducing new and exciting topics. The first one will take place at the Thornhill Country Club on Monday December 3rd, between 12 and 1pm. DID YOU KNOW? …that …
Women and Money: When the unthinkable happens, what do you do? Read More »
With the recent real estate boom in Canada, cottages and other vacation properties have increased significantly in value. These properties are now worth substantially more than their purchase price. At death, 50% of this increase value is subject to taxation. Are you aware of the impact this capital gains tax liability could have on your …
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Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.