What would happen to your family if you could no longer work for an income?
What happens if you pass prematurely?
Are there opportunities to use insurance in unique ways to shelter additional growth?
How can you protect your family from business creditors after your death?
How can insurance provide peace of mind in volatile markets?
Insurance is more than just an expense. From basic life protection and tax-sheltered investing to more advanced strategies, we can help you understand each insurance alternative and its potential benefits, both during your lifetime and for your estate.
With insurance planning as part of your wealth management strategy, you can reduce risk at every stage of your personal and professional life to strengthen and safeguard your family’s financial security.
With insurance planning as part of your wealth management strategy, you can manage risk at every stage of your personal and professional life to help strengthen and safeguard your family’s financial security.
Stephen Jones CPA, CA, CFP®
Senior Financial Advisor
Catherine Jones BBM, CDFA, CFP®
Lynley Schwartzentruber BBA, CFP®
Josh Belliveau CFP®
Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).
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