Assante Wealth Management JP Beauchamp

Assante Wealth Management JP Beauchamp Conseiller principale en placement & sécurité financière
Senior Investment & Financial Security Advisor at Assante Capital Management Ltd.

Our team synchronizes integrated solutions with access to a myriad of financial institutions to address the evolution and changing priorities of families and corporations. As your Financial Quarterback I work in concert with our in-house team of tax lawyers, accountants, financial analysts and planners in order to synchronize investments, risk planning/insurance, banking, estate and succession pla

nning. The process is updated throughout the lifetime of our relationship as your priorities and circumstances evolve. In managing investments, the challenge is to synchronize diversification with a multidisciplinary platform that will deliver the highest return for the lowest level of acceptable risk and navigate market and socioeconomic obstacles through education and information in order to keep you focused on the ultimate goal of generating sustainable, lifestyle appropriate, tax efficient income throughout a 25 + year retirement. Risk management during the asset accumulation stage ensures adequate funding of your priorities in the early years of asset accumulation, in the event of death or disability. Risk management beyond the accumulation stage optimizes the seamless and efficient transfer of assets to the next generation of beneficiaries by paying cents on the dollar to settle estate, income and property taxes.

L’augmentation de la durée de vie moyenne exige une planication plus efficace.
03/19/2019

L’augmentation de la durée de vie moyenne exige une planication plus efficace.

Our average lifespan increase calls for more efficient planning.
03/19/2019

Our average lifespan increase calls for more efficient planning.

Reach your goals with confidence. Make the right decisions today for a better tomorrow. Ask us how to use RRSP to your a...
03/03/2019

Reach your goals with confidence. Make the right decisions today for a better tomorrow. Ask us how to use RRSP to your advantage.

Atteignez vos objectifs en toute confiance. Prenez les bonnes décisions aujourd'hui pour un avenir meilleur et demandez-...
03/03/2019

Atteignez vos objectifs en toute confiance. Prenez les bonnes décisions aujourd'hui pour un avenir meilleur et demandez-nous comment utiliser les REER à votre avantage.

Take the right decisions to facilitate your company’s growth.
01/17/2019

Take the right decisions to facilitate your company’s growth.

Facilitez la croissance de votre entreprise en prenant les bonnes décision.
01/17/2019

Facilitez la croissance de votre entreprise en prenant les bonnes décision.

Every decision taken today will count tomorrow.
12/29/2018

Every decision taken today will count tomorrow.

Chaque décision prise aujourd'hui comptera demain.
12/29/2018

Chaque décision prise aujourd'hui comptera demain.

Take the plunge with peace of mind. Our risk management plan will be your parachute.
12/12/2018

Take the plunge with peace of mind. Our risk management plan will be your parachute.

Plongez l’esprit tranquille.
12/12/2018

Plongez l’esprit tranquille.

Give yourself the pleasure of enjoying a leisurely retirement. Plan ahead for your peace of mind.
12/07/2018

Give yourself the pleasure of enjoying a leisurely retirement. Plan ahead for your peace of mind.

Offrez-vous le plaisir de profiter d'une retraite agréable. Planifiez à l'avance pour votre tranquillité d'esprit.
12/07/2018

Offrez-vous le plaisir de profiter d'une retraite agréable. Planifiez à l'avance pour votre tranquillité d'esprit.

Address

2020 Transcanada Highway
Dorval, QC
H9P2N4

Telephone

+15149523499

Website

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