Financial Planning Advisor,
Assante Capital Management Ltd. Halifax
Glenn is a nationally recognized financial educator and creator of the Joyful Retirement Process. Since 1994, Glenn has been teaching people how to make a bigger impact in their community with tax smart giving. He currently sits on the Board at the Community Foundation of Nova Scotia and the Dalhousie Legacy Board. Glenn’s passion is sharing his knowledge and ideas, inspiring people to create a big impact.
Glenn and his team create Joyful Retirement Plans that offer confidence in answering the question “will I have enough”. This question is asked in a number of ways; however, the main concern people want addressed is that they will not run out of money in their retirement.
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.
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Certainly the biggest impact in our lives is the fact that we now have financial peace of mind…
‘…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?