06/23/2026
Do you have a plan in place for retirement?
This is a perfect time to review your finances, budget and retirement plan.
Contact me for a confidential no obligation consultation.
Tel: 514-832-5117
Some of the topics we can address are;
• Can you afford to retire and when?
• What will your sources of income for retirement be and how does it work?
• Is your investment strategy tax efficient?
• What your rate of return is?
• Will you outlive your nest egg?
• What will your tax liability be at death?
• What is your plan, does it make sense, and is it written down?
Managing your wealth can be complex and time-consuming. Through a personalized, comprehensive approach to wealth management, I provide access to a broad range of services and solutions supported by Assante Wealth Management's in-house network of wealth planning experts.
Sub office location: 107 Lake St. Huntingdon
Main Office: 2020 Trans Canada Hwy, Dorval
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