David Demoe, CFP
Senior Financial Advisor
When you become a client, you are entrusting your financial wealth to a dedicated, enthusiastic team of professionals. David Demoe (CFP) has over 20 years experience providing specific financial, tax, and retirement planning advice to Canadians of high net worth. His work background with Canada Revenue Agency, and as a financial advisor with two major Canadian financial institutions, gives him added insight to ensuring his clients maximize their investment capital, while minimizing their tax exposure.
The Certified Financial Planner credential is one of the highest qualifications a financial professional can attain. It is the mark of a highly trained, highly ethical professional who adheres to internationally recognized professional standards. As a financial advisor, David will assist you with growing your wealth. As a certified insurance advisor, David can provide you with a comprehensive financial plan to meet your lifestyle needs at every stage of your life.
Trevor Marsh, CA, CFP
has over 25 years experience in the financial industry with extensive knowledge of accounting practices and financial analysis. His accreditation and experience is a great asset to our team.
Has been an integral member of our team for over 13 years. Melissa is always at the other end of the phone to answer all inquires.
This Assante Capital Management Ltd. team is a leading provider of integrated wealth management solutions offering financial services to individuals, families and businesses in the Niagara Region and throughout Ontario. Their office can counsel on retirement planning, tax minimization strategies, investing severance packages, life insurance options, and the whole range of investment opportunities to manage your financial assets.
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