Our Process

Is there a fit for you?

Clients are located from Kingston and surrounding areas to Ottawa and Toronto. They are usually already well established in their own fields/business.  Most choose support to help them better organize their financial affairs, simplify their lives, and make sure things get done.  

Why become a client? 

Most need to use their time and energy wisely to get financial priorates in order, get answers, and make the process less frustrating and time consuming. This leaves them lots of time to spend on what's really important to them.

What can you expect as a client? 

You can expect to see strategies that build and maintain predictable, sustainable, and tax efficient income sources.

Bring in your resources

You can expect to involve the help of your existing accounting and legal advisors to help build a solid plan. Your investment services will be carefully selected from Canada's largest banks, investment companies, and insurers to make sure that the highest quality of services are in place.

Results you can expect

By gathering answers, you will remove the worry and take away the confusion that comes along with decision making around investments and estate planning. That support frees up time for you to spend on the important things in your lives; a simple and effective service. 

If you are looking for a way to simplify and improve the quality of your life, and put your financial house in order, contact us for a confidential discussion.

Insurance products and services are provided through Assante Estate and Insurance Services Inc.