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
Family Law
Mortgage Broker
Insurance –life, disability, critical illness, and long term care
Wealth Planning

CONTACT US TODAY FOR AN APPOINTMENT