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 2025 is $7,000

How can you pay less taxes in 2025?  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

How to give directly to charities inside or outside your will

Jan 22, 2025

You can leave a legacy to charities directly by donating cash, securities or specific assets, making beneficiary designations, or transferring ownership of permanent life insurance policies....

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The surprising variety of RESP-eligible programs

Jan 06, 2025

Hundreds of institutions beyond universities and colleges offer programs eligible for Registered Education Savings Plan (RESP) funding. Check out some of the career choices, from paralegal to pilot....

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Wealth planning for empty nesters

Jan 06, 2025

When you’re asked what it’s like to be an empty nester, finances may not be the first thing that comes to mind—but wealth planning can change once children leave home. Find out how....

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Saving tax all year

Dec 30, 2024

At tax time, you look for credits and deductions, but tax-saving opportunities are available throughout the year. We’ve got seven strategies you may be able to use now or in the future....

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Why drawing retirement income is personal

Dec 23, 2024

Do you know the time-tested formula we can all follow when receiving retirement income? There isn’t one. Learn why each retiree needs a customized income strategy....

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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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