David Beauchamp CFP®, FMA, CIM, FCSI®
Senior Financial Advisor
Safeguarding your family’s financial future
Our Services
Do You Feel……
- In full control of your finances?
- Prepared for a financial Emergency?
- That you have sufficient discretionary income to lead the life you want?
- The people you care about would be financially secure if something were to happen to you?
- You will retire in your desired life-style?
- You will be able to pass along your wealth in a tax effective way?
- There is enough money to pay for post-secondary education for your children/grandchildren?
- Your goals and aspirations are achievable?
- You have financial peace of mind?
How Do I Get Started?
Talking about your finances is a very personal topic. Whether you are exploring your options for the first time or are on route to obtaining your goals, the process remains the same.
The Process……
Step 1 – Review your current situation
Step 2 – Identify your goal(s)
Step 3 – Explore appropriate strategies
Step 4 – Implement your “personalized” action plan
Step 5 – Monitor & adjust (as required)
Call Me To Discuss:
- Tax and estate planning
- Retirement income planning
- Business succession planning
- Investment planning advice
- Cash management
- Charitable giving
- Mortgage and debt management
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Insurance planning
*Insurance products and services are provided through Assante Estate and Insurance Services Inc.
© 2021 CI Assante Wealth Management
Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
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.