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Wealth Planning Strategies

On this page, you will find a sampling of some of the most common wealth planning concepts and issues affecting generations of Canadians every year.

If you would like to learn more about any of these strategies, or would like to have us assist you with your needs, please contact an Assante advisor today.

• Capital gains exemption
  
• Corporate class
  
• Cottage trusts
  
• Family trusts
  
• Power of attorney
  
• Quebec mandate in case of incapacity
  
• Tax-efficient farming strategies
  
• Testamentary trusts