The Assante Difference

A Complete Approach to Wealth Management

We simplify your life by meeting all of your wealth management needs in one place.

As your main source for all of your wealth needs, we can help you make the right decisions. 

Through a personalized, comprehensive approach to wealth management, we offer you a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and tax and estate planning consultants .

Discover the Assante difference.

Call us to discuss:

Investment Planning

Financial Planning

Estate Planning

Retirement Planning

Corporate & Personal Tax Planning

Risk Managment/Insurance

Group Benefits