Diane Burns, CFP
Working for You
As your financial advisor I will co-ordinate the financial process for you. I will work with you to provide you with a cohesive and integrated strategy through a single point of contact that will help you to realize your vision for the future.
Assante has become one of the largest Canadian professional services firms in wealth management, supporting 800 advisors nationwide. My office is in McMaster Innovation Park and I work very closely with The Morrisey Group including:
Michael Morrisey -Senior Financial Advisor
Sara Morrisey -Financial Advisor
Gloria Higson -Administrative assistant
Troy Rumpel -Estate Planning Consultant- Assante Estate and Insurance Services Inc
I also have available a commitment and depth of resources at Assante’s head office in Toronto.
Today, the management of personal wealth is more complex than ever. That is why I work with a large team of professionals who when needed will provide guidance and recommendations to create your comprehensive wealth plan.
Some of these professionals specialize in areas of:
Tax and accounting
Estate, Wills and Powers of Attorney
Insurance –life, disability, critical illness, and long term care
CONTACT US TODAY FOR AN APPOINTMENT
What’s After the Storm?
Aug 03, 2022
Short-term market challenges are a distraction from the big picture. The real concern is what comes next. In this update we explore five key considerations for a solid long-term investment philosophy....Read more
It Is a Tougher Game When Central Banks Turn Hawkish
Jun 29, 2022
Volatility continues to plague the S&P 500 following the Fed’s latest attempt to curb inflation. With more aggressive repricing necessary and market bottom still to come, it’s important to look beyond the hiking cycle and focus on the long term....Read more
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