Linda Cameron.  

Current Objectives: Living a Joyful retirement lifestyle of travel and gardening. She is focused on reducing her tax bill during her lifetime and creating charitable legacy gifts

View Linda's Retirement Story

Hear about the shift in thinking when working with Glenn's Team

 

 

TFSA Limit for 2024 is $7,000

How can you pay less taxes in 2024?  Ask us.

Glenn Stewardson, CFP, FMA, MFA-P

Financial Planning Advisor

About Glenn

Glenn is a nationally recognized financial educator and creator of the Joyful Retirement Program. Since 1994, Glenn has been teaching people how to make a bigger impact in their community with tax smart giving. Glenn is involved in the area of tax savings strategies with philanthropy. Helping people create gifts for their community to better the world.

 

Glenn’s passion is sharing his knowledge and ideas, inspiring people to create a big impact. Educating people on the impact of their money.

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 how to view 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

Have you reviewed your choice of executor?

Sep 26, 2024

What if the person you chose to administer your estate is no longer interested in taking on the duties? That’s only one of many reasons to periodically review your choice....

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Why tax deferral works

Sep 26, 2024

Everyone loves a tax break. You may not think that just paying tax later counts as one, but deferring tax enables you to get ahead financially now and in the future....

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A new family calls for a new estate plan

Sep 26, 2024

If you have children and remarry, you’ll likely wish to provide for your children in your estate plan. We have five methods for you to consider....

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Will you retire at the same time as your spouse?

Sep 26, 2024

Surprising as it may seem, reports show that spouses in most couples retire at different times. Check out the reasons why you and your spouse might or might not retire at the same time....

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How falling interest rates impact your financial life

Sep 26, 2024

We’ve had several years to see the results of rising interest rates. Now, it’s time to learn what happens to cash, bond and equity investments when interest rates fall....

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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.

 

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