Don Emond CPCA
Senior Financial Advisor
Safeguarding your family’s financial future
Our Services
Our services include but are not limited to:
- Comprehensive financial plan
- Estate review and plans including the preparation of wills and Power of Attorney forms by my Lawyer or yours if necessary
- Individual tax return preparation for our clients*
- Investment Policy statement
- Insurance review
- Cash Management solutions including debt management
*Yolande McKinnon Tax Services is an outside business activity solely responsible for tax preparation services. Investment recommendations provided by Don Emond must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Although Assante is not responsible for any service or product supplied through Yolande McKinnon Tax Services, Assante will monitor for conflicts of interest and will investigate any client complaints related to services offered by Yolande McKinnon Tax Services.
© 2019 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.