Assante Wealth Management
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>We are able to offer clients strategic advice on:

Establishing trusts: family, spousal, testamentary, or alter ego
  • Estate freezes
  • Dealing with your vacation property
  • Planning a will
  • Individual pension plans
  • Tax planning for the transfer of your family farm
  • Incorporating your business or professional practice
  • Retirement compensation arrangements
  • Shareholders' agreements
  • Tax planning for the sale of your business
  • Ceasing Canadian residence
  • Planning for incapacity or a disabled beneficiary
  • Charitable giving, private and public foundations, making donations of cultural property and art