Financial Planning Advisor,
Assante Capital Management Ltd. Halifax
My primary focus is retirement income protection and retirement income strategies. Being very clear on what you want and how you plan to spend your money is of the utmost importance, which is why I always start by asking a simple question: “What is the money for?”.
Once I understand your spending plans I can work with my team of wealth planning specialists to build a Complete Financial Plan that will fit your personal needs.
Through our research we have created a Special Report:
The 7 Challenges to a Joyful Retirement
Contact Glenn by email or phone and set up a meeting today.
videos, case studies & more
‘…if you don’t have a financial advisor that you can trust like I trust Glenn, you are missing so much’ – Linda Cameron
Within Six Months I knew everything Glenn told me was right. I had made the right move to retire.
Joyful Retirement Challenge #1:Paying more taxes than you have to!
Taxes are not going away. Ignoring the issues leads to a loss of opportunities. Without a comprehensive detailed plan, CRA may become the largest benefactor of your estate.
‘I wish I would have met Glenn when I was 40, he could have helped me with my planning’ – Kathie Swenson
Glenn engages individuals who are already retired and looking to make their money work smarter and harder for them by educating them on tax reduction and creation of charitable gifts for causes they care about.
Joyful Retirement Challenge #2: The fear of not having enough.
Overcome fears of the future by designing it with an understandable plan for you, your money, and your family. For example if you were about to retire you would want a Personal Retirement Income Spending Plan. Having the details on paper allows you to reduce the anxiety and worry prior to retirement.
‘…we wouldn’t be as comfortable as we are today starting retirement, and starting retirement can be a scary thing’ – Paul and Barbara Tilley
A detailed plan will assist you with looking forward to retirement instead of looking back.
Joyful Retirement Challenge #4: Wondering if you’ve done everything you can to protect and preserve your wealth.
There are four wealth predators: Litigation, Death, Poor Decisions and Taxes. Do you have a plan to ensure your wealth is protected from all four?