Life is Full of Changes

WE HAVE SEEN IT ALL

When faced with a significant life event, we help assess the financial impacts and provide guidance. This allows you to focus on your family’s needs. We believe that it is important to recommend solutions that support your core values even in times of change.

Life changes that may benefit from our professional advice include:

Marital/common-law commitment

Divorce and separation

Purchasing a home or changing residence

Birth of children, education choices, and special needs

Business development

Career and income changes

Retirement and business succession

Receiving inheritances

Health challenges, aging and elder care

Terminal Illness and Death

Integrating the resources necessary to meet these transitions is a crucial part of a comprehensive wealth planning relationship with The Beacon Group of Assante Financial Management Ltd.

The majority of significant life events are predictable, although the timing is not often known. From pensions, severance, to will & estate planning, a little foresight will go a long way. The Lifetime Approach implements a proactive wealth planning system for our clients.

SUPPORT YOUR CORE VALUES IN TIMES OF CHANGE

DON'T WAIT TO GET STARTED

GET IN TOUCH