The value of your estate assets could be eroded by tens or hundreds of thousands of dollars in tax. But there’s a life insurance solution that protects an estate’s value – and the children’s inheritance.
So many people are working past 65 that unretirement is often called the new normal. We’ve got a summary of the financial planning matters to consider when earning income in traditional retirement years.
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.