TFSA Limit for 2023 is $6,500

Are you wondering if you can pay less taxes in 2022?  Ask us how.

Glenn Stewardson, CFP, FMA, MFA-P

Financial Planning Advisor

About Glenn

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 University Legacy Board.

Glenn’s passion is sharing his knowledge and ideas, inspiring people to create a big impact.

Glenn and his team create Retirement Income 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.

Why is Glenn Different

Glenn works with people, across Canada, showing them their situation in a whole new light. He has co-authored 2 books:

Giving Transforms You, 52 Ways Giving Transforms You, Your Family, Your Business and Your Community. This book book just had the 3rd printing.

Retire Abundantly, The Proven Principles to Create a More Worry Free Retirement with Less Stress!

 

The comment from his second book Retire Abundantly is,

"You don't know what you don't know". 

Office Address

5548 Kaye Street Suite 201
Halifax, Nova Scotia
B3K 1Y5 Canada

Recent Posts

RRIF, meet JLTD

Dec 15, 2021

If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....

Read more

Prepare for the unexpected

Dec 15, 2021

The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....

Read more

Control the inheritance you leave to your heirs

Dec 15, 2021

Think trusts are only for the rich and famous? You’ll see a variety of uses that show why trusts can meet the estate planning needs of just about anyone....

Read more

Lesser-known ways to profit and save

Sep 09, 2021

Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

Read more

Retirement and the “where” factor

Sep 09, 2021

Closing your eyes and envisioning where you’ll retire might seem like a flight of fancy. Find out why it’s actually a constructive retirement planning exercise....

Read more

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

CONTACT US →

Leave a Note

Please fill out the form below