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

(The Process Of) Economic Normalization and What That Means for the Outlook

Jul 02, 2024

Some positive signs of economic normalization have emerged, yet fiscal policy is stuck in pandemic-era liberality. Find out how this misalignment could impact your portfolio....

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Determining which donation method suits you best

Jun 18, 2024

You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....

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Profit by overcoming investment biases

Jun 18, 2024

Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

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How to avoid or minimize the OAS clawback

Jun 18, 2024

Will you ever be at risk of having your Old Age Security (OAS) pension clawed back? We’ve got four strategies to reduce the clawback—or even prevent it altogether....

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Do you and your spouse see investing the same way?

Jun 18, 2024

You may assume that spouses with opposite investment personalities face investing challenges, while those who think alike have it easy. Find out why the opposite may be true....

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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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