Vinet gestion privée
Financial planning
You dream of retiring. Whether at 65 or before, you need a personalized retirement plan to make the right decisions. This plan will allow you to accumulate savings and withdraw the right way to save you thousands of dollars in taxes. Your banker has already made a plan for you. I recommend that you have it reviewed. These basic plans do not always take into account all tax strategies.
Here's how I'm going to help you :
Drawing up a personalized retirement plan
- Maximizing your RRSP, TFSA, FHSA and RESP.
Determining the optimal age to take QPP and OAS
Examining strategies to qualify for the guaranteed income supplement
Avoiding Old Age Security Clawback Tax
Planning disbursements strategically
Customizing an independent investment strategy
Building an efficient tax plan
Who are our customers?
Our clients are individuals aged 45 or over, looking for a long-term relationship. They seek independent advice and have investment assets in excess of $200,000. Their primary objectives include financial security, wealth growth and retirement planning.
An independent approach for optimum results
Assante Capital Management Ltd
4605 B Boul.Lapiniere suite 250
Brossard, Quebec, J4Z 3T5
Vinet Gestion Privée is a branch of Assante Wealth Management CI comprised of financial advisors from Assante Capital Management Ltd. an investment dealer and mutual fund dealer with dual registration providing investment products and services. Insurance products and services are provided by Assante Estate and Insurance Services Inc. Wealth planning services can be provided by a licensed Assante Capital Management Ltd. advisor or by Assante Private Clients CI, a division of CI Conseil Privé S.E.C.. Assante Capital Management Ltd. are members of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
http://www.assante.com/
https://www.cifinancial.com/ci-assante/ca/fr/privacy-notice.html
https://www.cifinancial.com/ci-assante/ca/fr/legal-notice.html
http://www.assante.com/
https://www.cifinancial.com/ci-assante/ca/fr/privacy-notice.html
https://www.cifinancial.com/ci-assante/ca/fr/legal-notice.html
