Assante Wealth Management


Financial planning can help you prepare for life's major events which often turn out to be major financial events as well.
CASH FLOW PLANNING

Do you have enough?
Review of living expenses
Lifestyle - wants and needs
Cash flow analysis
Cash flow projection
Debt reduction strategy
Review Savings Targets
Review Spending Rate
ESTATE PLANNING

Will Planning
Testamentary trusts
Family trusts
Inheritance
Charitable donation planning
Tax efficient transfer of wealth
Legacy and heirs
Estate preservation
Powers of Attorney
MAS/Estate Balance Sheet
Probate planning
TAX MANAGEMENT

Use of Corporate Class
TFSAs
Salary, dividend income planning
Capital gains income planning
Trust planning
RSPs
Income splitting strategy
Corporate structure, reorganization
Capital gains exemption planning
RESP
Maximize interest deductibility
Debt Swap
RISK MANAGEMENT

Property and Casualty
Income protection
Asset protection
Estate enhancement
Exempt Life insurance
Term insurance
Critical Illness
Disability
Long-term care
Business/Interruption insurance
Travel insurance
Buy/Sell, Key Man
INVESTMENT STRATEGY

Risk profile - IPS
Asset allocation
Alternative investments
Manager selection
Portfolio review
Currency hedging
Portfolio tax optimizer
Regular rebalancing to target
Performance assessment
Alpha pools utilized
WEALTH PLANNING REPORTS

Estate Plan
Personal Planning
Business Planning
Risk Management
Financial Analysis
Financial Update
CorePlan Financial Inc.
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Financial Advice You Can Trust

Financial Advice You Can Trust

At CorePlan Financial Inc., building your wealth is our business.

Our overriding goal is to ensure customer success and satisfaction, so we offer you comprehensive financial advice that you can trust. We have extensive experience and a deep knowledge of the ever-changing financial markets. Our friendly and highly trained Advisors are all at the top of their game. Whether you’re after financial guidance viz. Estate Planning, Tax Management, Risk Management, Investment Strategy, Cash Flow Planning or any another aspect of financial & insurance planning, we’ll help you see your finances from every angle. We’ll take the time to explain the different options so you can determine the best route forward for you.

At CorePlan Financial Inc., we don’t believe in one-size fits all solutions.

We know you need integrated, expert, accessible, and timely advice that covers the full spectrum of your financial options, tailored to address your specific needs and aspirations for the future.

Discover the power of expert financial advice through the experts that connect your world, tailoring services to meet your needs and aspirations for the future.

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CorePlan offers you comprehensive financial advice that you can trust. We work in your best interest, and your best interest alone. CorePlan is NOT affiliated or licensed through large banks, funds management or life insurance companies. CorePlan is independently owned and licensed. CorePlan’s approved list of strategies and investment products are tailored and recommended SOLELY around your needs and what is appropriate for you, without outside influence. View Our Financial Service Listing


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FINANCIAL ADVICE YOU CAN TRUST