At CI Assante Wealth Management, we provide thorough tax and estate planning to ensure efficient management and preservation of your assets. Our team, in collaboration with tax professionals, devises strategies to minimize tax liabilities through methods like tax-deferred and tax-exempt options, and income optimization in non-registered plans. Our estate planning services focus on a smooth transition of assets to the next generation, reducing capital gains taxes and probate fees. We also specialize in strategic charitable gift planning, aligning with your values and intentions.