Emily Rae, CFP
CERTIFIED FINANCIAL PLANNER
For more than 25 years, I have been helping individuals and families achieve their financial and life goals. I am committed to excellence in client care, with a comprehensive approach to investing and a focus on the retirement and pre-retirement client. Working with a team of specialists, I deliver high-quality advice and Integrated Wealth Management solutions that simplify and enhance the lives of my clients.
I am proud to represent Assante Capital Management Ltd. and bring to my client relationships many years of experience with one of Canada's leading chartered banks, as well as other financial services companies. I am a CERTIFIED FINANCIAL PLANNER professional, recognized internationally as the top professional accreditation, and have also completed many other industry courses.
The Case for Equities
Sep 29, 2021
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
Sep 09, 2021
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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