Senior Financial Advisor
Angela has been working in the Financial Services industry for over 25 years. A graduate of the University of Calgary, she is now a highly respected Senior Financial Advisor known for her professionalism and integrity in both the financial services and life insurance industry.
Angela has owned and operated the Assante Capital Management Ltd. Etobicoke office since 2004.
As well as being a Branch Owner, Angela also runs a busy practice providing wealth management solutions to over 300 families; providing advice on mutual funds, stocks, bonds and insurance products including: life, disability and critical illness insurance.
As well as her navigation and knowledge of the investment world, she also provides guidance in the areas of tax planning, estate planning and risk management.
Angela brings a very personal touch to her client base. She has an empathetic attunement to her client’s needs and she makes them feel at ease when discussing their financial needs and objectives.
She holds the Certified Professional Consultant on Aging designation which she feels was an excellent means of understanding this market.
Angela also holds her Responsible Investment Specialist (RIS) designation which equips her with the knowledge to discuss environmental, social and governance (ESG) issues with her clients.
When she is not working, Angela enjoys spending time with her family and remains emotionally invested in the Toronto Maple Leafs’ Stanley Cup aspirations.
Senior Administrative Associate
Alessandra has been working in financial services since 2012. She has been with the Etobicoke branch since January 2017.
Alessandra’s responsibilities include all client service administration, processing trades, preparing paperwork for new and existing accounts and meeting preparation for our client meetings. As a senior staff member, she also assists in training new members to ensure the integrity and productivity of business operations. She is also fully responsible for the day-to-day operations of the branch.
Prior to joining Angela’s team, Alessandra worked with another Assante office in a branch administrator role.
She is currently enrolled in the Canadian Securities Course (CSC) as well as the Conduct and Practices Handbook (CPH) with the Canadian Securities Institute.
Alessandra takes pride in providing superior customer service to our clients. In her spare time, she enjoys spending time with her family, travelling, fitness and, of course, caring for her dog, Zeus.