Client Seminars

Throughout the year, we aim to give our clients the opportunity to get to know our firm, and expose them to the great resources and expertise that we can bring to them, their business and their families. 

Our educational seminars leave our clients, their family and friends that they have referred  to us with a better understanding of our holistic approach to wealth management and how unique we are from other firms in this industry.  At Assante in Bedford, we want to ensure our clients have the information they need to make an informed decision with conviction and confidence.

Event topics are determined by client needs and are offered at no cost.  We strive to bring the best professionals to the table to meet ever-changing financial and lifestyle needs to meet their goals.  

Contact one of our service associates today and tell us what is on your mind... there may be an upcoming seminar structured just for you!

Upcoming Events:

50+ Expo - June 10 & 11 at Exhibition Park, Halifax, N.S.

 

We will be doing four workshops over the two day event.

Learn how to increase your guaranteed investments rates substantially, but not your risk- presented by Duane Snow, Regional Vice President, Assante Estate and Insurance Services Inc.

Find out how you can use your RRSP/RRIF to create a guaranteed retirement pension- presented by Greg Giffin, VP of Regional Sales with CI Investments Inc.

Guide to creating proper wills and Power of Attorneys to save tax, probate and avoid creditor costs- presented by Chris Thomson Regional VP Wealth Planning, United Financial, a division of CI Private Couinsel LP.

Protect your cash from long term care insurance. Learn how to avoid unnecessary cost- presented by Sandra Rodd, Long Term Care Specialist, SunLife Insurance.

Please refer to 50+ Expo website site for times www.50plusexpo.ns.ca

 

Historical Event Topics Include:

May 5, 2011 -  Market Update and What we see in the Year 2011, New Glasgow & Halifax

January 21, 2011 - Tax & Estate Planning for Small Business and Individuals

  • Accessing trapped corporate surplus while avoiding tax
  • Making family health expenses tax deductible to your business
  • Paying life insurance premiums with pre-tax dollars
  • Transferring corporate assets to your spouse or children as tax free dividends
  • Alternatives to cash & GICs that offer higher guaranteed, tax efficient income

Estate Planning Tips and Traps

  • Probate planning to minimize the tax and the headaches
  • Tax & non-tax benefits of insurance & testamentary trusts
  • Dealing with personal property-stop the fight
  • Limits on your ability to decide who gets your estate