Chris Ball

CFP, FCSI, CIM

Financial Planner

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RESOURCE LIBRARY

 

 

 ESTATE PLANNING

•  Power of Attorney

•  Testamentary Trusts

•  Duties of an Executor

•  Family Trusts

•  Estate Freezes

•  Why a Will?


INSURANCE PLANNING

•  Mortgage Insurance

•  The Role of Insurance in Wealth Planning

•  Insured Annuities

•  Long Term Care

•  Personal Disability Insurance

•  Personal Critical Illness Insurance
   

TAX PLANNING

• Vacation Property

• Ceasing Canadian Residence

• Owning Residential Property in the US
      
• Spending Time in the US
      


CHARITABLE GIVING

• Reference Guide to Charitable Giving

• Reference Guide to Donations of Property



BUSINESS PLANNING

•  Incorporating Your Business

•  Reference Guide Tax Planning Sale of Your Business

•  Reference Guide to Individual Pension Plans

•  Critical Illness Insurance - Business

•  Disability Insurance - Business

•  Converting Corporate Surplus into Non-Taxable Funds

•  Incorporating your Professional Practice


INVESTMENT PLANNING

• Capital Gains Exemptions

• Corporate Class

 

 

 

 

Resources

  • Community Involvement
  • Financial Links
  • Client Testimonials
  • Market Commentaries
  • Well-Advised Newsletter

Client Login

  • Assante InvestorOnline
  • United Financial (Evolution & Optima)
  • Private Client Managed Portfolios

Quick Links

  • Yahoo Finance
  • Visit Chris' Blog
  • Globe Investor
  • Well Advised Newsletter
  • Portfolio Construction
  • The Big Picture
Disclaimer© 2011 Assante Wealth Management

Assante advisory services are offered through Assante Capital Management Ltd. and Assante Financial 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.