--cdf82e78-582d-4a55-9037-dacf81ae37d3 Content-Type: text/plain; charset = "utf-8" Content-Transfer-Encoding: quoted-printable Dear Client, As the past few months testify, 2025 is off to a flying start, with politic= al turmoil both nationally and internationally. I'd like to take this oppor= tunity to remind you that our team of Assante Capital Management Ltd. profe= ssionals is here to support you and answer all your questions and concerns = about changes that may potentially affect your wealth and business. Don't hesitate to contact us, Darren St-Georges Senior Wealth Management Advisor (514) 832-5112 | dstgeorges@assante.com In the Spotlight Nomination of Val=C3=A9rie Forget as Partner at The St= -Georges Group In case you missed it, we are pleased to share with you the appointment of = Val=C3=A9rie Forget as partner of The St-Georges Group of Assante Capital M= anagement Ltd in Dorval. This appointment reflects the dedication, professi= onalism, and unwavering commitment Val=C3=A9rie has demonstrated to our cus= tomers since joining our group. We wish her every success with our firm for= many years to come. Read More Couldn=E2=80=99t Attend Our Webinar on Succession & Estate Planning? If you're a business owner looking to secure your legacy and navigate succe= ssion planning with confidence, our recent webinar covered essential insigh= ts, including: How to create a succession plan tailored to your goals Key considerations for family business transfers and new tax rules Tax-saving strategies every business owner should know Common estate planning pitfalls=E2=80=94and how to avoid them The live session may be over, but you can still watch the full webinar at y= our convenience. Click here to watch the webinar If you have any questions after watching, feel free to reach out=E2=80= =94we=E2=80=99re happy to help! Other News and Insights From The St-Georges Group Team How Much Life Insurance Do You Need as a Business Owner? We attempt to answer this question in our latest blog post. Basically, your= life insurance coverage should be sufficient to protect your family, cover= your debts and secure your business. Read More Giving Back to Our Community We are proud to share that The St-Georges Group has partnered with the Lake= shore General Hospital Foundation to support our local healthcare system. T= hrough this collaboration, we are helping raise funds for the hospital= =E2=80=99s ongoing efforts to enhance patient care and provide cutting-edge= medical equipment. Discover The Foundation News From CI Assante Wealth Management Why Drawing Retirement Incoming is Personal =E2=80=8B=E2=80=8BRetirement income strategies should be tailored to indivi= dual circumstances, considering factors like risk tolerance, withdrawal ord= er, and timing of government benefits. For example, deciding when to begin = pension plans (CPP & QPP) benefits, whether at age 60, 65, 70, or another t= ime, depends on personal factors and should be integrated into your overall