At Spire Advisors of Assante Capital Management Ltd., we feel that we are stronger, and more effective, when we work together.
By working with a client’s accountant, we can access all the important details that come together to create the “bigger picture”.
For example, we can review a client’s year-end income tax and develop an income planning strategy based on investment assets, while taking into consideration current tax rules and rates.
This allows us to adjust the client’s income and create a thorough retirement income plan while ensuring that the client doesn’t pay higher taxes (or become subject to higher tax rates) unnecessarily.
To hear about how we can work with your accountant to strategize your income planning, retirement planning (and more), reach out to us in Huntsville, Orillia, Parry Sound, North Bay, or Powassan today.
– Spire Advisors of Assante Capital Management Ltd.