Estate Management & Planning near Spring Book ON (169 Result(s))

BridgeWater Family Wealth Services helps established families manage all aspects of their wealth – from planning, protecting and sustaining the wealth to inspiring their children and making their mark. We have the tools and processes to help you articulate and document a clear intention for your wealth so that the available financial strategies and structures have real and lasting impact.

Selwyn guides clients through the process of creating a investment plan tailored to their unique lifestyle and goals. Selwyn Assing and his team are committed to providing exceptional service through an ongoing personal touch. This philosophy has earned Selwyn a reputation of excellence with clients who consistently mention trust, integrity and reliability when describing Selwyn and his team.Selwyn has been representing Manulife Securities Investment Services Inc. as a Financial Advisor since 1983 and has a passion for building customized solutions. Selwyn takes a professional yet hands-on approach with his clients and is always willing to address any concern raised. With a background in wealth management strategies, Selwyn intuitively knows how to asses a client's needs and can explain financial concepts in plain language. This knowledge coupled with ongoing dialogue ensures that the Selwyn Assing team is always in tune with client needs.

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GET STARTEDAbout STEP CanadaSTEP's aims include raising the public profile of trust and estate work as a profession. In order to hold and maintain STEP's Trust and Estate Practitioner (TEP) designation, STEP members must maintain ongoing educational requirements. Prospective members must pass rigorous training standards.A key element of STEP's ongoing mandate is to provide a forum for discussion and advancement of practitioner knowledge of relevant tax, accounting, administration, statute and case law through regular branch seminars, symposia, and an annual national conference.STEP Canada is also active in making representations of a technical nature to government, policymakers and related professional bodies, with the goal of promoting better understanding of trusts and estates, and improving related law and policy.Why become a TEPTrusts and estates practice is a complex and growing field. The Trust and Estate Practitioner designation (TEP) is a worldwide recognized designation and is a way to formally identify qualified practitioners and distinguish them from non-specialists who occasionally deal with trusts and estates